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Copperleaf Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Copperleaf Capital’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
Q4 		– Sell
-9,202
Closed -$238K – 78
2022
Q3 		$238K Sell
9,202
-19,878
-68% -$553K 0.26% 64
2022
Q2 		$811K Sell
29,080
-4,398
-13% -$128K 0.82% 38
2022
Q1 		$1.02M Buy
33,478
+640
+2% +$19.6K 0.9% 35
2021
Q4 		$1.03M Buy
32,838
+5,914
+22% +$186K 0.89% 39
2021
Q3 		$842K Sell
26,924
-3,976
-13% -$125K 0.81% 37
2021
Q2 		$966K Sell
30,900
-48
-0.2% -$1.49K 0.95% 38
2021
Q1 		$946K Buy
+30,948
New +$953K 1.01% 35

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Copperleaf Capital's SCHP Position: Q4 2022 in Review

Copperleaf Capital sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 9,202 shares — an estimated $238K sold.

Copperleaf Capital first reported a position in SCHP in Q1 2021 and held it in 7 quarters. The position peaked at $1.03M in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Copperleaf Capital reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Copperleaf Capital sold 9,202 Schwab US TIPS ETF shares in Q4 2022, an estimated $238K.
  • Copperleaf Capital first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 7 quarters.
  • Copperleaf Capital's Schwab US TIPS ETF position peaked at $1.03M in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Copperleaf Capital's 13F filing for Q4 2022, filed 10 Feb 2023.