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Cascadia Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$483K Buy
+15,436
New +$487K 0.1% 183

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 $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cascadia Advisory Services's SCHP Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2021: 15,436 shares worth $483K. The stake represents 0.1% of the portfolio and ranks #183 among its holdings.

633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Cascadia Advisory Services held 15,436 shares of Schwab US TIPS ETF worth $483K as of Q3 2021.
  • Schwab US TIPS ETF was a new Cascadia Advisory Services position in Q3 2021.
  • Schwab US TIPS ETF made up 0.1% of Cascadia Advisory Services's portfolio in Q3 2021, its #183 holding.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.