Cambridge Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Cambridge Trust’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 Q2	–	Sell	-12	Closed	-$322	–	758
2023 Q1	$322	Hold	12	–	–	﹤0.01%	745
2022 Q4	$0	Sell	12 -978	-99%	-$25.6K	﹤0.01%	873
2022 Q3	$26K	Buy	+990	New	+$27.5K	﹤0.01%	535

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cambridge Trust's SCHP Position: Q2 2023 in Review

Cambridge Trust sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 12 shares — an estimated $322 sold.

Cambridge Trust first reported a position in SCHP in Q3 2022 and held it in 3 quarters. The position peaked at $26K in Q3 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Cambridge Trust reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Trust sold 12 Schwab US TIPS ETF shares in Q2 2023, an estimated $322.
Cambridge Trust first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 3 quarters.
Cambridge Trust's Schwab US TIPS ETF position peaked at $26K in Q3 2022.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.