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Arden Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Arden Trust’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
Q2 		$6.03M Buy
231,790
+2,698
+1% +$69.8K 0.84% 31
2024
Q1 		$5.97M Buy
229,092
+6,182
+3% +$160K 0.83% 32
2023
Q4 		$5.82M Buy
222,910
+14,466
+7% +$368K 0.85% 29
2023
Q3 		$5.26M Buy
+208,444
New +$5.37M 0.88% 30

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Arden Trust's SCHP Position: Q2 2024 in Review

Arden Trust increased its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q2 2024, buying an estimated $69.8K and bringing the position to 231,790 shares worth $6.03M. The position accounts for 0.84% of the portfolio, ranked #31.

Arden Trust first reported a position in SCHP in Q3 2023 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Arden Trust held 231,790 shares of Schwab US TIPS ETF worth $6.03M as of Q2 2024.
  • Arden Trust bought 2,698 Schwab US TIPS ETF shares in Q2 2024, an estimated $69.8K.
  • Schwab US TIPS ETF made up 0.84% of Arden Trust's portfolio in Q2 2024, its #31 holding.
  • Arden Trust first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 4 quarters since.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.