BTW
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Boston Trust Walden’s Schwab US TIPS ETF SCHP Stock Holding History

Boston Trust Walden’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
Q1 		– Sell
-17,260
Closed -$447K – 371
2022
Q4 		$447K Buy
17,260
+860
+5% +$22.5K ﹤0.01% 317
2022
Q3 		$425K Buy
16,400
+1,000
+6% +$27.8K ﹤0.01% 310
2022
Q2 		$430K Sell
15,400
-1,192
-7% -$34.6K ﹤0.01% 310
2022
Q1 		$504K Buy
16,592
+1,200
+8% +$36.8K ﹤0.01% 317
2021
Q4 		$484K Buy
+15,392
New +$485K ﹤0.01% 328
2020
Q3 		– Sell
-105,710
Closed -$3.17M – 371
2020
Q2 		$3.17M Buy
105,710
+18,380
+21% +$545K 0.04% 250
2020
Q1 		$2.51M Buy
87,330
+14,000
+19% +$401K 0.04% 251
2019
Q4 		$2.08M Buy
73,330
+8,250
+13% +$234K 0.02% 265
2019
Q3 		$1.85M Sell
65,080
-1,000
-2% -$28.3K 0.02% 267
2019
Q2 		$1.86M Buy
66,080
+3,400
+5% +$94.1K 0.02% 274
2019
Q1 		$1.72M Buy
62,680
+700
+1% +$18.9K 0.02% 278
2018
Q4 		$1.65M Buy
61,980
+3,840
+7% +$102K 0.03% 277
2018
Q3 		$1.57M Buy
58,140
+500
+0.9% +$13.6K 0.02% 281
2018
Q2 		$1.58M Buy
57,640
+29,320
+104% +$800K 0.02% 283
2018
Q1 		$777K Buy
+28,320
New +$774K 0.01% 313

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return