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D.B. Root & Company’s Schwab US TIPS ETF SCHP Stock Holding History

D.B. Root & Company’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
Q2 		– Sell
-8,454
Closed -$256K – 185
2022
Q1 		$256K Sell
8,454
-774
-8% -$23.7K 0.1% 162
2021
Q4 		$290K Sell
9,228
-5,432
-37% -$171K 0.1% 165
2021
Q3 		$458K Buy
14,660
+66
+0.5% +$2.08K 0.18% 139
2021
Q2 		$456K Buy
14,594
+370
+3% +$11.5K 0.17% 146
2021
Q1 		$435K Sell
14,224
-7,312
-34% -$225K 0.17% 150
2020
Q4 		$668K Sell
21,536
-28,570
-57% -$878K 0.27% 94
2020
Q3 		$1.54M Buy
50,106
+14,622
+41% +$448K 0.62% 31
2020
Q2 		$1.06M Buy
35,484
+670
+2% +$19.8K 0.46% 54
2020
Q1 		$1M Buy
34,814
+12,066
+53% +$345K 0.51% 50
2019
Q4 		$644K Buy
+22,748
New +$645K 0.28% 103

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 $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $462B AUM 39.16% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.B. Root & Company's SCHP Position: Q2 2022 in Review

D.B. Root & Company sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 8,454 shares — an estimated $256K sold.

D.B. Root & Company first reported a position in SCHP in Q4 2019 and held it in 10 quarters. The position peaked at $1.54M in Q3 2020. 714 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • D.B. Root & Company reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • D.B. Root & Company sold 8,454 Schwab US TIPS ETF shares in Q2 2022, an estimated $256K.
  • D.B. Root & Company first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 10 quarters.
  • D.B. Root & Company's Schwab US TIPS ETF position peaked at $1.54M in Q3 2020.
  • 714 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on D.B. Root & Company's 13F filing for Q2 2022, filed 21 Jul 2022.