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Cooper Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Cooper Financial Group’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
2023
Q1 		– Sell
-9,010
Closed -$233K – 319
2022
Q4 		$233K Sell
9,010
-5,404
-37% -$141K 0.07% 257
2022
Q3 		$373K Sell
14,414
-1,556
-10% -$43.3K 0.13% 156
2022
Q2 		$446K Buy
15,970
+7,192
+82% +$209K 0.16% 138
2022
Q1 		$266K Sell
8,778
-6,774
-44% -$208K 0.1% 193
2021
Q4 		$489K Sell
15,552
-137,430
-90% -$4.33M 0.18% 117
2021
Q3 		$4.79M Buy
152,982
+143,522
+1,517% +$4.53M 0.99% 21
2021
Q2 		$296K Sell
9,460
-774
-8% -$24K 0.06% 191
2021
Q1 		$313K Buy
+10,234
New +$315K 0.07% 176

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cooper Financial Group's SCHP Position: Q1 2023 in Review

Cooper Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 9,010 shares — an estimated $233K sold.

Cooper Financial Group first reported a position in SCHP in Q1 2021 and held it in 8 quarters. The position peaked at $4.79M in Q3 2021. 657 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Cooper Financial Group reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Cooper Financial Group sold 9,010 Schwab US TIPS ETF shares in Q1 2023, an estimated $233K.
  • Cooper Financial Group first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 8 quarters.
  • Cooper Financial Group's Schwab US TIPS ETF position peaked at $4.79M in Q3 2021.
  • 657 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Cooper Financial Group's 13F filing for Q1 2023, filed 11 May 2023.