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

CFS Investment 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
2022
Q3 		– Sell
-245,842
Closed -$6.86M – 343
2022
Q2 		$6.86M Sell
245,842
-8,575,564
-97% -$249M 1.05% 17
2022
Q1 		$73K Buy
8,821,406
+8,664,226
+5,512% +$266M 0.32% 47
2021
Q4 		$4.84M Buy
157,180
+38,046
+32% +$1.2M 0.65% 27
2021
Q3 		$3.73M Buy
+119,134
New +$3.76M 0.51% 40

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CFS Investment Advisory Services's SCHP Position: Q3 2022 in Review

CFS Investment Advisory Services sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 245,842 shares — an estimated $6.86M sold.

CFS Investment Advisory Services first reported a position in SCHP in Q3 2021 and held it in 4 quarters. The position peaked at $6.86M in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • CFS Investment Advisory Services reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 245,842 Schwab US TIPS ETF shares in Q3 2022, an estimated $6.86M.
  • CFS Investment Advisory Services first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 4 quarters.
  • CFS Investment Advisory Services's Schwab US TIPS ETF position peaked at $6.86M in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on CFS Investment Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.