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Bedel Financial Consulting’s Schwab US TIPS ETF SCHP Stock Holding History

Bedel Financial Consulting’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
2021
Q3 		– Sell
-338
Closed -$11K – 1021
2021
Q2 		$11K Sell
338
-1,152
-77% -$35.7K ﹤0.01% 659
2021
Q1 		$46K Buy
1,490
+18
+1% +$555 0.02% 374
2020
Q4 		$46K Buy
1,472
+2
+0.1% +$61 0.02% 327
2020
Q3 		$45K Buy
1,470
+2
+0.1% +$61 0.02% 314
2020
Q2 		$44K Buy
1,468
+62
+4% +$1.84K 0.02% 293
2020
Q1 		$40K Sell
1,406
-44
-3% -$1.26K 0.03% 294
2019
Q4 		$41K Buy
1,450
+2
+0.1% +$57 0.02% 312
2019
Q3 		$41K Sell
1,448
-486
-25% -$13.8K 0.02% 300
2019
Q2 		$54K Hold
1,934
– – 0.03% 271
2019
Q1 		$53K Buy
1,934
+248
+15% +$6.69K 0.03% 268
2018
Q4 		$45K Sell
1,686
-12
-0.7% -$319 0.03% 267
2018
Q3 		$45K Buy
1,698
+1,472
+651% +$40.1K 0.03% 285
2018
Q2 		$6K Buy
+226
New +$6.17K ﹤0.01% 531

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 $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bedel Financial Consulting's SCHP Position: Q3 2021 in Review

Bedel Financial Consulting sold out of Schwab US TIPS ETF (SCHP) in Q3 2021, closing a stake of 338 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in SCHP in Q2 2018 and held it in 13 quarters. The position peaked at $54K in Q2 2019. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Bedel Financial Consulting reported no remaining Schwab US TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 338 Schwab US TIPS ETF shares in Q3 2021, an estimated $11K.
  • Bedel Financial Consulting first reported a position in Schwab US TIPS ETF in Q2 2018 and held it in 13 quarters.
  • Bedel Financial Consulting's Schwab US TIPS ETF position peaked at $54K in Q2 2019.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.