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Capital Advisors Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Capital Advisors Inc’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
-9,472
Closed -$298K – 275
2021
Q4 		$298K Buy
+9,472
New +$298K 0.01% 204
2021
Q2 		– Sell
-9,292
Closed -$284K – 246
2021
Q1 		$284K Buy
+9,292
New +$286K 0.01% 194

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
Temasek Holdings
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisors Inc's SCHP Position: Q1 2022 in Review

Capital Advisors Inc sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 9,472 shares — an estimated $298K sold.

Capital Advisors Inc first reported a position in SCHP in Q1 2021 and held it in 2 quarters. The position peaked at $298K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Capital Advisors Inc reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Advisors Inc sold 9,472 Schwab US TIPS ETF shares in Q1 2022, an estimated $298K.
  • Capital Advisors Inc first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 2 quarters.
  • Capital Advisors Inc's Schwab US TIPS ETF position peaked at $298K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Capital Advisors Inc's 13F filing for Q1 2022, filed 5 May 2022.