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Bull Oak Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Bull Oak Capital’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
Q3 		– Sell
-151,660
Closed -$4.23M – 26
2022
Q2 		$4.23M Buy
151,660
+87,152
+135% +$2.53M 3.91% 8
2022
Q1 		$1.96M Sell
64,508
-77,754
-55% -$2.38M 1.61% 17
2021
Q4 		$4.47M Buy
+142,262
New +$4.48M 4.05% 10

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
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bull Oak Capital's SCHP Position: Q3 2022 in Review

Bull Oak Capital sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 151,660 shares — an estimated $4.23M sold.

Bull Oak Capital first reported a position in SCHP in Q4 2021 and held it in 3 quarters. The position peaked at $4.47M in Q4 2021. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Bull Oak Capital reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Bull Oak Capital sold 151,660 Schwab US TIPS ETF shares in Q3 2022, an estimated $4.23M.
  • Bull Oak Capital first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 3 quarters.
  • Bull Oak Capital's Schwab US TIPS ETF position peaked at $4.47M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Bull Oak Capital's 13F filing for Q3 2022, filed 18 Oct 2022.