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Cerro Pacific Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Cerro Pacific Wealth Advisors’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
Q1 		$3.52M Buy
131,360
+27,296
+26% +$718K 1.95% 13
2022
Q4 		$2.69M Buy
104,064
+15,216
+17% +$398K 1.43% 17
2022
Q3 		$2.3M Sell
88,848
-21,742
-20% -$604K 1.4% 15
2022
Q2 		$3.08M Buy
+110,590
New +$3.21M 1.93% 12

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cerro Pacific Wealth Advisors's SCHP Position: Q1 2023 in Review

Cerro Pacific Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 26% in Q1 2023, buying an estimated $718K and bringing the position to 131,360 shares worth $3.52M. The position accounts for 1.95% of the portfolio, ranked #13.

Cerro Pacific Wealth Advisors first reported a position in SCHP in Q2 2022 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Cerro Pacific Wealth Advisors held 131,360 shares of Schwab US TIPS ETF worth $3.52M as of Q1 2023.
  • Cerro Pacific Wealth Advisors bought 27,296 Schwab US TIPS ETF shares in Q1 2023, an estimated $718K.
  • Schwab US TIPS ETF made up 1.95% of Cerro Pacific Wealth Advisors's portfolio in Q1 2023, its #13 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.