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CIC Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

CIC Wealth’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 		– Sell
-10,116
Closed -$264K – 167
2023
Q4 		$264K Hold
10,116
– – 0.08% 131
2023
Q3 		$255K Hold
10,116
– – 0.09% 123
2023
Q2 		$265K Hold
10,116
– – 0.09% 124
2023
Q1 		$271K Buy
10,116
+68
+0.7% +$1.79K 0.1% 124
2022
Q4 		$260K Buy
+10,048
New +$263K 0.11% 124

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

CIC Wealth's SCHP Position: Q1 2024 in Review

CIC Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 10,116 shares — an estimated $264K sold.

CIC Wealth first reported a position in SCHP in Q4 2022 and held it in 5 quarters. The position peaked at $271K in Q1 2023. 645 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • CIC Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • CIC Wealth sold 10,116 Schwab US TIPS ETF shares in Q1 2024, an estimated $264K.
  • CIC Wealth first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 5 quarters.
  • CIC Wealth's Schwab US TIPS ETF position peaked at $271K in Q1 2023.
  • 645 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on CIC Wealth's 13F filing for Q1 2024, filed 15 Apr 2024.