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Cetera Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Cetera 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
2024
Q1 		$6.91M Buy
264,780
+109,544
+71% +$2.84M 0.05% 352
2023
Q4 		$4.05M Buy
155,236
+32,866
+27% +$836K 0.06% 330
2023
Q3 		$3.09M Buy
122,370
+22,022
+22% +$568K 0.05% 350
2023
Q2 		$2.63M Buy
100,348
+5,962
+6% +$158K 0.04% 380
2023
Q1 		$2.53M Buy
94,386
+5,382
+6% +$142K 0.04% 381
2022
Q4 		$2.3M Buy
89,004
+39,750
+81% +$1.04M 0.04% 403
2022
Q3 		$1.28M Sell
49,254
-5,196
-10% -$144K 0.03% 462
2022
Q2 		$1.52M Buy
54,450
+7,058
+15% +$205K 0.03% 454
2022
Q1 		$1.44M Buy
47,392
+2,940
+7% +$90.2K 0.03% 495
2021
Q4 		$1.4M Buy
44,452
+18,094
+69% +$570K 0.03% 487
2021
Q3 		$825K Sell
26,358
-28,060
-52% -$885K 0.02% 677
2021
Q2 		$1.7M Buy
54,418
+4,534
+9% +$141K 0.04% 399
2021
Q1 		$1.52M Buy
49,884
+2,588
+5% +$79.7K 0.04% 378
2020
Q4 		$1.47M Sell
47,296
-1,272
-3% -$39.1K 0.05% 334
2020
Q3 		$1.5M Sell
48,568
-6,002
-11% -$184K 0.06% 297
2020
Q2 		$1.64M Buy
54,570
+172
+0.3% +$5.09K 0.07% 261
2020
Q1 		$1.56M Sell
54,398
-1,156
-2% -$33.1K 0.08% 234
2019
Q4 		$1.57M Buy
55,554
+4,284
+8% +$121K 0.07% 274
2019
Q3 		$1.46M Sell
51,270
-1,384
-3% -$39.2K 0.06% 280
2019
Q2 		$1.48M Sell
52,654
-5,958
-10% -$165K 0.07% 280
2019
Q1 		$1.61M Sell
58,612
-27,934
-32% -$754K 0.08% 245
2018
Q4 		$2.3M Buy
86,546
+2,822
+3% +$75.1K 0.13% 157
2018
Q3 		$2.26M Buy
83,724
+46,756
+126% +$1.27M 0.11% 185
2018
Q2 		$1.01M Buy
36,968
+4,818
+15% +$131K 0.06% 318
2018
Q1 		$880K Buy
32,150
+5,966
+23% +$163K 0.05% 337
2017
Q4 		$725K Sell
26,184
-374
-1% -$10.3K 0.04% 356
2017
Q3 		$734K Buy
26,558
+820
+3% +$22.7K 0.04% 377
2017
Q2 		$708K Buy
25,738
+924
+4% +$25.6K 0.04% 378
2017
Q1 		$688K Buy
+24,814
New +$685K 0.05% 365

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 Advisors's SCHP Position: Q1 2024 in Review

Cetera Advisors increased its Schwab US TIPS ETF (SCHP) stake by 71% in Q1 2024, buying an estimated $2.84M and bringing the position to 264,780 shares worth $6.91M. The position accounts for 0.05% of the portfolio, ranked #352.

Cetera Advisors first reported a position in SCHP in Q1 2017 and has held it in 29 quarters since. 645 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Cetera Advisors held 264,780 shares of Schwab US TIPS ETF worth $6.91M as of Q1 2024.
  • Cetera Advisors bought 109,544 Schwab US TIPS ETF shares in Q1 2024, an estimated $2.84M.
  • Schwab US TIPS ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #352 holding.
  • Cetera Advisors first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 29 quarters since.
  • 645 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

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