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American Portfolios Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$1.83M Buy
70,590
+34,186
+94% +$950K 0.08% 261
2022
Q2 		$1.02M Sell
36,404
-3,602
-9% -$105K 0.04% 430
2022
Q1 		$1.21M Sell
40,006
-162
-0.4% -$4.97K 0.04% 427
2021
Q4 		$1.26M Buy
40,168
+6,742
+20% +$212K 0.04% 410
2021
Q3 		$1.05M Buy
33,426
+7,210
+28% +$228K 0.04% 444
2021
Q2 		$819K Buy
26,216
+2,464
+10% +$76.4K 0.03% 523
2021
Q1 		$726K Buy
23,752
+10,774
+83% +$332K 0.03% 516
2020
Q4 		$403K Sell
12,978
-922
-7% -$28.3K 0.02% 627
2020
Q3 		$428K Buy
13,900
+9,868
+245% +$302K 0.02% 530
2020
Q2 		$121K Sell
4,032
-458
-10% -$13.6K 0.01% 935
2020
Q1 		$129K Buy
4,490
+1,716
+62% +$49.1K 0.01% 804
2019
Q4 		$78.5K Sell
2,774
-248
-8% -$7.03K 0.01% 1170
2019
Q3 		$85.8K Sell
3,022
-886
-23% -$25.1K 0.01% 1065
2019
Q2 		$110K Buy
3,908
+916
+31% +$25.4K 0.01% 944
2019
Q1 		$82.3K Buy
2,992
+620
+26% +$16.7K 0.01% 974
2018
Q4 		$63.1K Sell
2,372
-656
-22% -$17.5K 0.01% 922
2018
Q3 		$81.7K Buy
3,028
+104
+4% +$2.83K 0.01% 919
2018
Q2 		$80.3K Sell
2,924
-614
-17% -$16.8K 0.01% 890
2018
Q1 		$97.1K Sell
3,538
-96
-3% -$2.63K 0.01% 761
2017
Q4 		$101K Buy
+3,634
New +$101K 0.02% 726

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

American Portfolios Advisors's SCHP Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US TIPS ETF (SCHP) stake by 94% in Q3 2022, buying an estimated $950K and bringing the position to 70,590 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #261.

American Portfolios Advisors first reported a position in SCHP in Q4 2017 and has held it in 20 quarters since. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • American Portfolios Advisors held 70,590 shares of Schwab US TIPS ETF worth $1.83M as of Q3 2022.
  • American Portfolios Advisors bought 34,186 Schwab US TIPS ETF shares in Q3 2022, an estimated $950K.
  • Schwab US TIPS ETF made up 0.08% of American Portfolios Advisors's portfolio in Q3 2022, its #261 holding.
  • American Portfolios Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 20 quarters since.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.