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Crescent Grove Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Crescent Grove 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
2022
Q4 		– Sell
-13,742
Closed -$356K – 285
2022
Q3 		$356K Buy
13,742
+278
+2% +$7.73K 0.04% 191
2022
Q2 		$376K Buy
13,464
+288
+2% +$8.36K 0.04% 186
2022
Q1 		$400K Buy
13,176
+52
+0.4% +$1.59K 0.04% 189
2021
Q4 		$413K Buy
13,124
+234
+2% +$7.37K 0.04% 187
2021
Q3 		$403K Buy
12,890
+220
+2% +$6.94K 0.04% 177
2021
Q2 		$396K Buy
12,670
+110
+0.9% +$3.41K 0.04% 168
2021
Q1 		$384K Hold
12,560
– – 0.05% 144
2020
Q4 		$390K Buy
12,560
+118
+0.9% +$3.63K 0.05% 129
2020
Q3 		$383K Buy
12,442
+22
+0.2% +$674 0.08% 119
2020
Q2 		$373K Sell
12,420
-370
-3% -$11K 0.08% 105
2020
Q1 		$368K Buy
+12,790
New +$366K 0.08% 89

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

Crescent Grove Advisors's SCHP Position: Q4 2022 in Review

Crescent Grove Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 13,742 shares — an estimated $356K sold.

Crescent Grove Advisors first reported a position in SCHP in Q1 2020 and held it in 11 quarters. The position peaked at $413K in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Crescent Grove Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Crescent Grove Advisors sold 13,742 Schwab US TIPS ETF shares in Q4 2022, an estimated $356K.
  • Crescent Grove Advisors first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 11 quarters.
  • Crescent Grove Advisors's Schwab US TIPS ETF position peaked at $413K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Crescent Grove Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.