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Advisory Services & Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Advisory Services & Investments’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
Q3 		$666K Buy
24,824
+3,470
+16% +$91.6K 0.45% 23
2024
Q2 		$555K Sell
21,354
-1,398
-6% -$36.1K 0.39% 27
2024
Q1 		$593K Sell
22,752
-27,788
-55% -$721K 0.41% 26
2023
Q4 		$1.32M Buy
50,540
+35,106
+227% +$893K 0.97% 17
2023
Q3 		$390K Sell
15,434
-7,298
-32% -$188K 0.34% 25
2023
Q2 		$596K Sell
22,732
-5,836
-20% -$155K 0.49% 24
2023
Q1 		$766K Sell
28,568
-27,520
-49% -$724K 0.7% 19
2022
Q4 		$1.45M Buy
56,088
+42,302
+307% +$1.11M 1.44% 14
2022
Q3 		$357K Sell
13,786
-8,854
-39% -$246K 0.38% 29
2022
Q2 		$632K Buy
22,640
+8,960
+65% +$260K 0.6% 32
2022
Q1 		$415K Sell
13,680
-44,432
-76% -$1.36M 0.34% 31
2021
Q4 		$1.83M Sell
58,112
-1,054
-2% -$33.2K 1.17% 21
2021
Q3 		$1.85M Buy
59,166
+7,144
+14% +$225K 1.21% 21
2021
Q2 		$1.63M Buy
52,022
+16,726
+47% +$519K 1.19% 19
2021
Q1 		$1.08M Buy
+35,296
New +$1.09M 0.88% 18

Other funds holding SCHP

Empower Advisory Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Advisory Services & Investments's SCHP Position: Q3 2024 in Review

Advisory Services & Investments increased its Schwab US TIPS ETF (SCHP) stake by 16% in Q3 2024, buying an estimated $91.6K and bringing the position to 24,824 shares worth $666K. The position accounts for 0.45% of the portfolio, ranked #23.

Advisory Services & Investments first reported a position in SCHP in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.85M in Q3 2021. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Advisory Services & Investments held 24,824 shares of Schwab US TIPS ETF worth $666K as of Q3 2024.
  • Advisory Services & Investments bought 3,470 Schwab US TIPS ETF shares in Q3 2024, an estimated $91.6K.
  • Schwab US TIPS ETF made up 0.45% of Advisory Services & Investments's portfolio in Q3 2024, its #23 holding.
  • Advisory Services & Investments first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 15 quarters since.
  • Advisory Services & Investments's Schwab US TIPS ETF position peaked at $1.85M in Q3 2021.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.