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Cutler Group’s Schwab US TIPS ETF SCHP Stock Holding History

Cutler Group’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
-200
Closed -$5.09K – 4248
2023
Q3 		$5K Buy
+200
New +$5.16K ﹤0.01% 2869
2018
Q1 		– Sell
-200
Closed -$5K – 5118
2017
Q4 		$5K Hold
200
– – ﹤0.01% 3657
2017
Q3 		$5K Buy
+200
New +$5.54K ﹤0.01% 4424

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cutler Group's SCHP Position: Q4 2023 in Review

Cutler Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 200 shares — an estimated $5.09K sold.

Cutler Group first reported a position in SCHP in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • Cutler Group reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 200 Schwab US TIPS ETF shares in Q4 2023, an estimated $5.09K.
  • Cutler Group first reported a position in Schwab US TIPS ETF in Q3 2017 and held it in 3 quarters.
  • Cutler Group's Schwab US TIPS ETF position peaked at $5K in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.