BSW
SCHP icon

Buckingham Strategic Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Buckingham Strategic 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
2024
Q2 		$916K Sell
35,232
-1,602
-4% -$41.4K 0.01% 344
2024
Q1 		$961K Buy
36,834
+2,544
+7% +$66K 0.01% 343
2023
Q4 		$895K Sell
34,290
-15,402
-31% -$392K 0.01% 339
2023
Q3 		$1.25M Sell
49,692
-11,822
-19% -$305K 0.02% 266
2023
Q2 		$1.61M Sell
61,514
-688
-1% -$18.2K 0.02% 237
2023
Q1 		$1.61M Hold
62,202
– – 0.03% 207
2022
Q4 		$1.61M Buy
62,202
+10,704
+21% +$280K 0.03% 208
2022
Q3 		$1.33M Buy
51,498
+906
+2% +$25.2K 0.03% 222
2022
Q2 		$1.41M Sell
50,592
-16,536
-25% -$480K 0.03% 220
2022
Q1 		$2.04M Sell
67,128
-166
-0.2% -$5.09K 0.04% 178
2021
Q4 		$2.12M Buy
67,294
+266
+0.4% +$8.38K 0.04% 172
2021
Q3 		$2.1M Buy
67,028
+8,038
+14% +$254K 0.04% 167
2021
Q2 		$1.84M Buy
58,990
+12,762
+28% +$396K 0.04% 180
2021
Q1 		$1.41M Buy
46,228
+25,170
+120% +$775K 0.07% 193
2020
Q4 		$654K Sell
21,058
-612
-3% -$18.8K 0.03% 277
2020
Q3 		$668K Sell
21,670
-482
-2% -$14.8K 0.05% 222
2020
Q2 		$665K Sell
22,152
-1,228
-5% -$36.4K 0.06% 190
2020
Q1 		$672K Sell
23,380
-2,574
-10% -$73.7K 0.06% 218
2019
Q4 		$735K Buy
25,954
+7,510
+41% +$213K 0.07% 199
2019
Q3 		$523K Buy
18,444
+2,034
+12% +$57.6K 0.06% 222
2019
Q2 		$462K Buy
16,410
+134
+0.8% +$3.71K 0.05% 256
2019
Q1 		$448K Sell
16,276
-2,658
-14% -$71.7K 0.06% 244
2018
Q4 		$504K Sell
18,934
-970
-5% -$25.8K 0.08% 184
2018
Q3 		$537K Buy
19,904
+960
+5% +$26.1K 0.08% 181
2018
Q2 		$520K Buy
18,944
+8,472
+81% +$231K 0.08% 173
2018
Q1 		$287K Sell
10,472
-804
-7% -$22K 0.06% 250
2017
Q4 		$313K Sell
11,276
-1,740
-13% -$48.1K 0.07% 233
2017
Q3 		$360K Buy
13,016
+2
+0% +$55 0.09% 193
2017
Q2 		$358K Buy
13,014
+960
+8% +$26.6K 0.08% 198
2017
Q1 		$335K Sell
12,054
-706
-6% -$19.5K 0.1% 181
2016
Q4 		$350K Sell
12,760
-5,956
-32% -$166K 0.11% 146
2016
Q3 		$534K Sell
18,716
-3,546
-16% -$100K 0.18% 107
2016
Q2 		$629K Sell
22,262
-50
-0.2% -$1.39K 0.21% 97
2016
Q1 		$620K Sell
22,312
-2,882
-11% -$77.9K 0.21% 91
2015
Q4 		$669K Sell
25,194
-2,824
-10% -$75.7K 0.22% 80
2015
Q3 		$752K Sell
28,018
-10,848
-28% -$293K 0.27% 66
2015
Q2 		$1.05M Sell
38,866
-16,666
-30% -$455K 0.35% 54
2015
Q1 		$1.52M Sell
55,532
-19,402
-26% -$532K 0.57% 36
2014
Q4 		$2.03M Sell
74,934
-4,010
-5% -$109K 0.79% 24
2014
Q3 		$2.14M Sell
78,944
-2,218
-3% -$61.3K 0.88% 22
2014
Q2 		$2.26M Sell
81,162
-1,378
-2% -$37.8K 0.99% 19
2014
Q1 		$2.23M Sell
82,540
-5,604
-6% -$151K 1.03% 20
2013
Q4 		$2.33M Sell
88,144
-10,760
-11% -$289K 1.1% 20
2013
Q3 		$2.67M Sell
98,904
-44,254
-31% -$1.19M 1.42% 16
2013
Q2 		$3.85M Buy
+143,158
New +$4.07M 2.17% 12

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Buckingham Strategic Wealth's SCHP Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 4.3% in Q2 2024, selling an estimated $41.4K and leaving 35,232 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #344.

Buckingham Strategic Wealth first reported a position in SCHP in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.85M in Q2 2013. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Buckingham Strategic Wealth held 35,232 shares of Schwab US TIPS ETF worth $916K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,602 Schwab US TIPS ETF shares in Q2 2024, an estimated $41.4K.
  • Schwab US TIPS ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #344 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Schwab US TIPS ETF position peaked at $3.85M in Q2 2013.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.