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Blueprint Investment Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Blueprint Investment Partners’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
2023
Q2 		– Sell
-49,804
Closed -$1.33M – 218
2023
Q1 		$1.33M Buy
49,804
+2,288
+5% +$60.2K 0.31% 63
2022
Q4 		$1.23M Buy
47,516
+410
+0.9% +$10.7K 0.26% 71
2022
Q3 		$1.22M Sell
47,106
-36,510
-44% -$1.01M 0.33% 53
2022
Q2 		$2.33M Sell
83,616
-6,572
-7% -$191K 0.63% 30
2022
Q1 		$2.74M Buy
90,188
+2,492
+3% +$76.4K 0.7% 39
2021
Q4 		$2.76M Buy
87,696
+42,512
+94% +$1.34M 0.68% 45
2021
Q3 		$1.41M Sell
45,184
-1,976
-4% -$62.4K 0.71% 30
2021
Q2 		$1.47M Buy
47,160
+4,700
+11% +$146K 1.18% 17
2021
Q1 		$1.3M Buy
42,460
+42,414
+92,204% +$1.31M 1.01% 21
2020
Q4 		$1.44K Sell
46
-46,282
-100% -$1.42M 1.16% 20
2020
Q3 		$1.44M Sell
46,328
-16,772
-27% -$514K 1.14% 21
2020
Q2 		$1.89M Buy
63,100
+3,870
+7% +$115K 1.21% 19
2020
Q1 		$1.7M Sell
59,230
-24,846
-30% -$711K 1.73% 14
2019
Q4 		$2.38M Buy
+84,076
New +$2.38M 1.89% 14

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Blueprint Investment Partners's SCHP Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 49,804 shares — an estimated $1.33M sold.

Blueprint Investment Partners first reported a position in SCHP in Q4 2019 and held it in 14 quarters. The position peaked at $2.76M in Q4 2021. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Blueprint Investment Partners reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 49,804 Schwab US TIPS ETF shares in Q2 2023, an estimated $1.33M.
  • Blueprint Investment Partners first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 14 quarters.
  • Blueprint Investment Partners's Schwab US TIPS ETF position peaked at $2.76M in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.