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Aurora Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Aurora Private Wealth’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
Q4 		– Sell
-262,000
Closed -$6.79M – 173
2022
Q3 		$6.79M Buy
262,000
+33,028
+14% +$918K 3.14% 7
2022
Q2 		$6.39M Sell
228,972
-73,938
-24% -$2.15M 2.88% 8
2022
Q1 		$9.2M Buy
302,910
+121,582
+67% +$3.73M 3.79% 5
2021
Q4 		$5.7M Buy
181,328
+98,124
+118% +$3.09M 2.47% 8
2021
Q3 		$2.6M Buy
83,204
+8,208
+11% +$259K 1.06% 18
2021
Q2 		$2.34M Buy
+74,996
New +$2.33M 0.94% 18

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Aurora Private Wealth's SCHP Position: Q4 2022 in Review

Aurora Private Wealth sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 262,000 shares — an estimated $6.79M sold.

Aurora Private Wealth first reported a position in SCHP in Q2 2021 and held it in 6 quarters. The position peaked at $9.2M in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Aurora Private Wealth reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 262,000 Schwab US TIPS ETF shares in Q4 2022, an estimated $6.79M.
  • Aurora Private Wealth first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 6 quarters.
  • Aurora Private Wealth's Schwab US TIPS ETF position peaked at $9.2M in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.