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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 $1.81T AUM 41.13% 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 $41.9B AUM 18.91% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Boston Trust Walden's SCHP Position: Q1 2023 in Review

Boston Trust Walden sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 17,260 shares — an estimated $447K sold.

Boston Trust Walden first reported a position in SCHP in Q1 2018 and held it in 15 quarters. The position peaked at $3.17M in Q2 2020. 657 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Boston Trust Walden reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Boston Trust Walden sold 17,260 Schwab US TIPS ETF shares in Q1 2023, an estimated $447K.
  • Boston Trust Walden first reported a position in Schwab US TIPS ETF in Q1 2018 and held it in 15 quarters.
  • Boston Trust Walden's Schwab US TIPS ETF position peaked at $3.17M in Q2 2020.
  • 657 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Boston Trust Walden's 13F filing for Q1 2023, filed 19 Apr 2023.