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Cetera Advisor Networks’s Schwab US TIPS ETF SCHP Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$3.66M Buy
140,422
+14,936
+12% +$387K 0.02% 754
2023
Q4 		$3.28M Sell
125,486
-24,830
-17% -$632K 0.02% 761
2023
Q3 		$3.79M Buy
150,316
+8,014
+6% +$207K 0.02% 636
2023
Q2 		$3.73M Buy
142,302
+10,234
+8% +$271K 0.03% 619
2023
Q1 		$3.54M Sell
132,068
-17,608
-12% -$463K 0.03% 625
2022
Q4 		$3.88M Sell
149,676
-90,566
-38% -$2.37M 0.03% 549
2022
Q3 		$6.22M Sell
240,242
-8,854
-4% -$246K 0.08% 275
2022
Q2 		$6.95M Buy
249,096
+32,028
+15% +$929K 0.09% 240
2022
Q1 		$6.59M Buy
217,068
+68,172
+46% +$2.09M 0.08% 256
2021
Q4 		$4.68M Buy
148,896
+42,134
+39% +$1.33M 0.06% 320
2021
Q3 		$3.34M Buy
106,762
+17,254
+19% +$544K 0.05% 379
2021
Q2 		$2.8M Buy
89,508
+75,444
+536% +$2.34M 0.04% 423
2021
Q1 		$430K Buy
14,064
+3,728
+36% +$115K 0.01% 951
2020
Q4 		$321K Sell
10,336
-366
-3% -$11.2K 0.01% 1009
2020
Q3 		$330K Sell
10,702
-932
-8% -$28.5K 0.01% 891
2020
Q2 		$349K Sell
11,634
-888
-7% -$26.3K 0.01% 840
2020
Q1 		$360K Buy
12,522
+178
+1% +$5.09K 0.01% 733
2019
Q4 		$350K Sell
12,344
-2,398
-16% -$68K 0.01% 875
2019
Q3 		$418K Sell
14,742
-462
-3% -$13.1K 0.01% 771
2019
Q2 		$427K Sell
15,204
-1,710
-10% -$47.3K 0.01% 742
2019
Q1 		$468K Buy
16,914
+4,466
+36% +$121K 0.02% 688
2018
Q4 		$333K Sell
12,448
-994
-7% -$26.4K 0.01% 719
2018
Q3 		$360K Buy
13,442
+4,202
+45% +$114K 0.01% 774
2018
Q2 		$254K Sell
9,240
-1,400
-13% -$38.2K 0.01% 702
2018
Q1 		$292K Buy
10,640
+2,516
+31% +$68.8K 0.01% 678
2017
Q4 		$223K Sell
8,124
-248
-3% -$6.86K 0.01% 868
2017
Q3 		$230K Sell
8,372
-208
-2% -$5.76K 0.01% 778
2017
Q2 		$235K Sell
8,580
-3,212
-27% -$89.1K 0.01% 780
2017
Q1 		$325K Buy
+11,792
New +$326K 0.02% 666

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Advisor Networks's SCHP Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab US TIPS ETF (SCHP) stake by 12% in Q1 2024, buying an estimated $387K and bringing the position to 140,422 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #754.

Cetera Advisor Networks first reported a position in SCHP in Q1 2017 and has held it in 29 quarters since. The position peaked at $6.95M in Q2 2022. 645 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Cetera Advisor Networks held 140,422 shares of Schwab US TIPS ETF worth $3.66M as of Q1 2024.
  • Cetera Advisor Networks bought 14,936 Schwab US TIPS ETF shares in Q1 2024, an estimated $387K.
  • Schwab US TIPS ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #754 holding.
  • Cetera Advisor Networks first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 29 quarters since.
  • Cetera Advisor Networks's Schwab US TIPS ETF position peaked at $6.95M in Q2 2022.
  • 645 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.