Brandywine Oak Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Brandywine Oak Private 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 Q1	–	Sell	-634,128	Closed	-$19.9M	–	357
2021 Q4	$19.9M	Buy	634,128 +8,990	+1%	+$283K	2.17%	12
2021 Q3	$19.5M	Buy	625,138 +6,950	+1%	+$219K	2.27%	9
2021 Q2	$19.3M	Sell	618,188 -730,924	-54%	-$22.7M	2.26%	13
2021 Q1	$41.3M	Buy	1,349,112 +403,794	+43%	+$12.4M	6.08%	1
2020 Q4	$29.3M	Buy	945,318 +63,676	+7%	+$1.96M	4.47%	4
2020 Q3	$27.2M	Buy	881,642 +50,906	+6%	+$1.56M	4.54%	5
2020 Q2	$24.9M	Buy	+830,736	New	+$24.6M	4.43%	4

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brandywine Oak Private Wealth's SCHP Position: Q1 2022 in Review

Brandywine Oak Private Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 634,128 shares — an estimated $19.9M sold.

Brandywine Oak Private Wealth first reported a position in SCHP in Q2 2020 and held it in 7 quarters. The position peaked at $41.3M in Q1 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

Brandywine Oak Private Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 634,128 Schwab US TIPS ETF shares in Q1 2022, an estimated $19.9M.
Brandywine Oak Private Wealth first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 7 quarters.
Brandywine Oak Private Wealth's Schwab US TIPS ETF position peaked at $41.3M in Q1 2021.
752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.