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CoreFirst Bank & Trust’s Schwab US TIPS ETF SCHP Stock Holding History

CoreFirst Bank & Trust’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
Q4 		– Sell
-2,468
Closed -$62.3K – 397
2023
Q3 		$62.3K Hold
2,468
– – 0.04% 210
2023
Q2 		$64.7K Buy
+2,468
New +$65.4K 0.05% 205

Other funds holding SCHP

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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 $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CoreFirst Bank & Trust's SCHP Position: Q4 2023 in Review

CoreFirst Bank & Trust sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 2,468 shares — an estimated $62.3K sold.

CoreFirst Bank & Trust first reported a position in SCHP in Q2 2023 and held it in 2 quarters. The position peaked at $64.7K in Q2 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • CoreFirst Bank & Trust reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 2,468 Schwab US TIPS ETF shares in Q4 2023, an estimated $62.3K.
  • CoreFirst Bank & Trust first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 2 quarters.
  • CoreFirst Bank & Trust's Schwab US TIPS ETF position peaked at $64.7K in Q2 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2023, filed 18 Mar 2024.