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BTS Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

BTS Asset Management’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 		– Sell
-22,480
Closed -$696K – 51
2022
Q3 		$696K Sell
22,480
-606
-3% -$16.8K 2.19% 16
2022
Q2 		$644K Sell
23,086
-50
-0.2% -$1.45K 1.45% 23
2022
Q1 		$702K Buy
23,136
+356
+2% +$10.9K 0.22% 16
2021
Q4 		$716K Buy
22,780
+4,466
+24% +$141K 0.26% 12
2021
Q3 		$573K Sell
18,314
-4,626
-20% -$146K 0.12% 11
2021
Q2 		$714K Buy
+22,940
New +$711K 0.14% 13

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

BTS Asset Management's SCHP Position: Q4 2022 in Review

BTS Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 22,480 shares — an estimated $696K sold.

BTS Asset Management first reported a position in SCHP in Q2 2021 and held it in 6 quarters. The position peaked at $716K in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • BTS Asset Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • BTS Asset Management sold 22,480 Schwab US TIPS ETF shares in Q4 2022, an estimated $696K.
  • BTS Asset Management first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 6 quarters.
  • BTS Asset Management's Schwab US TIPS ETF position peaked at $716K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on BTS Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.