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Cornerstone Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Cornerstone Wealth Advisors’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
2021
Q4 		– Sell
-7,300
Closed -$228K – 41
2021
Q3 		$228K Hold
7,300
– – 0.08% 38
2021
Q2 		$227K Sell
7,300
-4,750
-39% -$147K 0.08% 37
2021
Q1 		$368K Buy
+12,050
New +$371K 0.14% 31

Other funds holding SCHP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHP Position: Q4 2021 in Review

Cornerstone Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 7,300 shares — an estimated $228K sold.

Cornerstone Wealth Advisors first reported a position in SCHP in Q1 2021 and held it in 3 quarters. The position peaked at $368K in Q1 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Cornerstone Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Advisors sold 7,300 Schwab US TIPS ETF shares in Q4 2021, an estimated $228K.
  • Cornerstone Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 3 quarters.
  • Cornerstone Wealth Advisors's Schwab US TIPS ETF position peaked at $368K in Q1 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Cornerstone Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.