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Bell Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bell Investment 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
2024
Q3 		– Sell
-74
Closed -$1.93K – 1933
2024
Q2 		$1.93K Buy
+74
New +$1.91K ﹤0.01% 1367
2022
Q4 		– Sell
-136
Closed -$4K – 2022
2022
Q3 		$4K Sell
136
-60
-31% -$1.67K ﹤0.01% 835
2022
Q2 		$5K Buy
+196
New +$5.69K ﹤0.01% 733
2021
Q4 		$11K Hold
338
– – ﹤0.01% 469
2021
Q3 		$11K Buy
+338
New +$10.7K ﹤0.01% 432

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

Bell Investment Advisors's SCHP Position: Q3 2024 in Review

Bell Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 74 shares — an estimated $1.93K sold.

Bell Investment Advisors first reported a position in SCHP in Q3 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 636 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Bell Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 74 Schwab US TIPS ETF shares in Q3 2024, an estimated $1.93K.
  • Bell Investment Advisors first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's Schwab US TIPS ETF position peaked at $11K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.