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

Connectus 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	$302K	Hold	11,590	–	–	0.01%	322
2023 Q4	$302K	Sell	11,590 -216	-2%	-$5.5K	0.01%	453
2023 Q3	$298K	Buy	+11,806	New	+$304K	0.01%	433
2022 Q4	–	Sell	-33,448	Closed	-$8.66M	–	503
2022 Q3	$8.66M	Sell	33,448 -302,390	-90%	-$8.41M	0.18%	131
2022 Q2	$9.37M	Sell	335,838 -13,640	-4%	-$396K	0.21%	111
2022 Q1	$10.6M	Buy	+349,478	New	+$10.7M	0.34%	76
2021 Q4	–	Sell	-349,024	Closed	-$10.9M	–	334
2021 Q3	$10.9M	Sell	349,024 -3,144	-0.9%	-$99.2K	1.22%	25
2021 Q2	$11M	Buy	352,168 +11,094	+3%	+$344K	1.24%	24
2021 Q1	$10.4M	Buy	+341,074	New	+$10.5M	1.25%	24

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Connectus Wealth's SCHP Position: Q1 2024 in Review

Connectus Wealth held its Schwab US TIPS ETF (SCHP) position steady in Q1 2024 at 11,590 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #322.

Connectus Wealth first reported a position in SCHP in Q1 2021 and has held it in 9 quarters since. The position peaked at $11M in Q2 2021. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Connectus Wealth held 11,590 shares of Schwab US TIPS ETF worth $302K as of Q1 2024.
Connectus Wealth left its Schwab US TIPS ETF share count unchanged in Q1 2024.
Schwab US TIPS ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #322 holding.
Connectus Wealth first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 9 quarters since.
Connectus Wealth's Schwab US TIPS ETF position peaked at $11M in Q2 2021.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.