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DBK Financial Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

DBK Financial Counsel’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
-87,824
Closed -$2.76M – 39
2021
Q4 		$2.76M Buy
+87,824
New +$2.77M 3.94% 10

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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DBK Financial Counsel's SCHP Position: Q1 2022 in Review

DBK Financial Counsel sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 87,824 shares — an estimated $2.76M sold.

DBK Financial Counsel first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $2.76M in Q4 2021. 750 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • DBK Financial Counsel reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • DBK Financial Counsel sold 87,824 Schwab US TIPS ETF shares in Q1 2022, an estimated $2.76M.
  • DBK Financial Counsel first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • DBK Financial Counsel's Schwab US TIPS ETF position peaked at $2.76M in Q4 2021.
  • 750 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on DBK Financial Counsel's 13F filing for Q1 2022, filed 12 Apr 2022.