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Comprehensive Financial Consultants Institutional’s Schwab US TIPS ETF SCHP Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-222
Closed -$6K – 431
2021
Q4 		$6K Buy
+222
New +$6.99K ﹤0.01% 383

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Temasek Holdings
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SCHP Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 222 shares — an estimated $6K sold.

Comprehensive Financial Consultants Institutional first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 222 Schwab US TIPS ETF shares in Q1 2022, an estimated $6K.
  • Comprehensive Financial Consultants Institutional first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Schwab US TIPS ETF position peaked at $6K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.