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Bison Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Bison 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
Q3 		– Sell
-502
Closed -$14K – 330
2022
Q2 		$14K Sell
502
-864
-63% -$25.1K 0.01% 277
2022
Q1 		$41K Buy
1,366
+2
+0.1% +$61 0.02% 277
2021
Q4 		$43K Sell
1,364
-856
-39% -$27K 0.03% 255
2021
Q3 		$69K Sell
2,220
-360
-14% -$11.4K 0.03% 301
2021
Q2 		$81K Hold
2,580
– – 0.04% 293
2021
Q1 		$79K Buy
2,580
+508
+25% +$15.7K 0.03% 296
2020
Q4 		$64K Sell
2,072
-200
-9% -$6.14K 0.03% 284
2020
Q3 		$70K Buy
2,272
+100
+5% +$3.06K 0.04% 234
2020
Q2 		$65K Sell
2,172
-184
-8% -$5.45K 0.04% 237
2020
Q1 		$68K Hold
2,356
– – 0.05% 223
2019
Q4 		$67K Buy
+2,356
New +$66.8K 0.03% 285
2016
Q1 		– Sell
-13,710
Closed -$364K – 239
2015
Q4 		$364K Buy
13,710
+1,054
+8% +$28.3K 0.21% 140
2015
Q3 		$340K Buy
+12,656
New +$342K 0.22% 140

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bison Wealth's SCHP Position: Q3 2022 in Review

Bison Wealth sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 502 shares — an estimated $14K sold.

Bison Wealth first reported a position in SCHP in Q3 2015 and held it in 13 quarters. The position peaked at $364K in Q4 2015. 693 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Bison Wealth reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 502 Schwab US TIPS ETF shares in Q3 2022, an estimated $14K.
  • Bison Wealth first reported a position in Schwab US TIPS ETF in Q3 2015 and held it in 13 quarters.
  • Bison Wealth's Schwab US TIPS ETF position peaked at $364K in Q4 2015.
  • 693 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.