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Boenning & Scattergood’s Schwab US TIPS ETF SCHP Stock Holding History

Boenning & Scattergood’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 		$347K Buy
+11,438
New +$299K 0.06% 297
2022
Q3 		– Sell
-11,358
Closed -$317K – 387
2022
Q2 		$317K Sell
11,358
-80
-0.7% -$2.32K 0.06% 284
2022
Q1 		$347K Buy
+11,438
New +$351K 0.06% 297

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

Boenning & Scattergood's SCHP Position: Q4 2022 in Review

Boenning & Scattergood opened a new position in Schwab US TIPS ETF (SCHP) in Q4 2022: 11,438 shares worth $347K. The stake represents 0.06% of the portfolio and ranks #297 among its holdings. This is a return to the name: Boenning & Scattergood previously reported a position in SCHP as recently as Q2 2022.

Boenning & Scattergood first reported a position in SCHP in Q1 2022 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Boenning & Scattergood held 11,438 shares of Schwab US TIPS ETF worth $347K as of Q4 2022.
  • Schwab US TIPS ETF was a new Boenning & Scattergood position in Q4 2022.
  • Schwab US TIPS ETF made up 0.06% of Boenning & Scattergood's portfolio in Q4 2022, its #297 holding.
  • Boenning & Scattergood first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.