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CRA Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

CRA Financial Services’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
Q1 		– Sell
-6,808
Closed -$214K – 216
2021
Q4 		$214K Sell
6,808
-68
-1% -$2.14K 0.06% 194
2021
Q3 		$215K Sell
6,876
-528
-7% -$16.7K 0.07% 184
2021
Q2 		$231K Sell
7,404
-362
-5% -$11.2K 0.08% 165
2021
Q1 		$237K Sell
7,766
-354
-4% -$10.9K 0.09% 152
2020
Q4 		$252K Sell
8,120
-260
-3% -$7.99K 0.11% 132
2020
Q3 		$258K Buy
8,380
+546
+7% +$16.7K 0.12% 117
2020
Q2 		$235K Sell
7,834
-3,440
-31% -$102K 0.12% 119
2020
Q1 		$324K Sell
11,274
-730
-6% -$20.9K 0.21% 98
2019
Q4 		$340K Sell
12,004
-2,042
-15% -$57.9K 0.19% 104
2019
Q3 		$399K Sell
14,046
-1,256
-8% -$35.6K 0.24% 85
2019
Q2 		$431K Sell
15,302
-1,914
-11% -$53K 0.26% 84
2019
Q1 		$473K Sell
17,216
-1,576
-8% -$42.5K 0.31% 74
2018
Q4 		$500K Buy
+18,792
New +$500K 0.36% 68

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CRA Financial Services's SCHP Position: Q1 2022 in Review

CRA Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 6,808 shares — an estimated $214K sold.

CRA Financial Services first reported a position in SCHP in Q4 2018 and held it in 13 quarters. The position peaked at $500K in Q4 2018. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • CRA Financial Services reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • CRA Financial Services sold 6,808 Schwab US TIPS ETF shares in Q1 2022, an estimated $214K.
  • CRA Financial Services first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 13 quarters.
  • CRA Financial Services's Schwab US TIPS ETF position peaked at $500K in Q4 2018.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on CRA Financial Services's 13F filing for Q1 2022, filed 15 Apr 2022.