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Aspire Private Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Aspire Private Capital’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 		– Sell
-2,200
Closed -$57.2K – 713
2024
Q2 		$57.2K Buy
2,200
+1,454
+195% +$37.6K 0.01% 226
2024
Q1 		$19.5K Buy
+746
New +$19.4K 0.01% 325
2023
Q2 		– Sell
-1,294
Closed -$34.7K – 683
2023
Q1 		$34.7K Hold
1,294
– – 0.01% 241
2022
Q4 		$33.5K Sell
1,294
-1,294
-50% -$33.9K 0.01% 235
2022
Q3 		$67K Hold
2,588
– – 0.03% 163
2022
Q2 		$72K Buy
+2,588
New +$75.1K 0.03% 164
2021
Q2 		– Sell
-26
Closed -$1K – 624
2021
Q1 		$1K Sell
26
-84
-76% -$2.59K ﹤0.01% 517
2020
Q4 		$3K Sell
110
-10
-8% -$307 ﹤0.01% 360
2020
Q3 		$4K Sell
120
-28
-19% -$857 ﹤0.01% 328
2020
Q2 		$4K Hold
148
– – ﹤0.01% 242
2020
Q1 		$4K Hold
148
– – ﹤0.01% 178
2019
Q4 		$4K Sell
148
-22
-13% -$624 ﹤0.01% 323
2019
Q3 		$5K Sell
170
-36
-17% -$1.02K ﹤0.01% 285
2019
Q2 		$6K Buy
+206
New +$5.7K ﹤0.01% 299

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Aspire Private Capital's SCHP Position: Q3 2024 in Review

Aspire Private Capital sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 2,200 shares — an estimated $57.2K sold.

Aspire Private Capital first reported a position in SCHP in Q2 2019 and held it in 14 quarters. The position peaked at $72K in Q2 2022. 636 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Aspire Private Capital reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Aspire Private Capital sold 2,200 Schwab US TIPS ETF shares in Q3 2024, an estimated $57.2K.
  • Aspire Private Capital first reported a position in Schwab US TIPS ETF in Q2 2019 and held it in 14 quarters.
  • Aspire Private Capital's Schwab US TIPS ETF position peaked at $72K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Aspire Private Capital's 13F filing for Q3 2024, filed 25 Oct 2024.