Advanced Research Investment Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Advanced Research Investment Solutions’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-525,314	Closed	-$13.7M	–	20
2023 Q4	$13.7M	Buy	525,314 +33,040	+7%	+$841K	8.57%	3
2023 Q3	$12.4M	Buy	492,274 +18,092	+4%	+$466K	8.06%	3
2023 Q2	$12.4M	Buy	474,182 +35,544	+8%	+$942K	7.16%	3
2023 Q1	$11.8M	Buy	438,638 +127,336	+41%	+$3.35M	6.74%	3
2022 Q4	$8.06M	Sell	311,302 -38,958	-11%	-$1.02M	5.07%	4
2022 Q3	$9.07M	Buy	350,260 +112,848	+48%	+$3.14M	5.6%	3
2022 Q2	$6.62M	Buy	237,412 +19,478	+9%	+$565K	3.68%	5
2022 Q1	$6.62M	Buy	217,934 +81,526	+60%	+$2.5M	2.76%	6
2021 Q4	$4.29M	Buy	136,408 +34,932	+34%	+$1.1M	1.56%	8
2021 Q3	$3.18M	Buy	101,476 +30,520	+43%	+$963K	1.63%	8
2021 Q2	$2.22M	Buy	70,956 +63,436	+844%	+$1.97M	2%	6
2021 Q1	$230K	Buy	+7,520	New	+$232K	0.27%	13

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advanced Research Investment Solutions's SCHP Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 525,314 shares — an estimated $13.7M sold.

Advanced Research Investment Solutions first reported a position in SCHP in Q1 2021 and held it in 12 quarters. The position peaked at $13.7M in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Advanced Research Investment Solutions reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 525,314 Schwab US TIPS ETF shares in Q1 2024, an estimated $13.7M.
Advanced Research Investment Solutions first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 12 quarters.
Advanced Research Investment Solutions's Schwab US TIPS ETF position peaked at $13.7M in Q4 2023.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.