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D'Orazio & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-258
Closed -$8K – 591
2021
Q3 		$8K Buy
+258
New +$8.14K ﹤0.01% 578

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JP Morgan Chase
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Jane Street
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Franklin Resources
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

D'Orazio & Associates's SCHP Position: Q4 2021 in Review

D'Orazio & Associates sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 258 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in SCHP in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • D'Orazio & Associates reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 258 Schwab US TIPS ETF shares in Q4 2021, an estimated $8K.
  • D'Orazio & Associates first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Schwab US TIPS ETF position peaked at $8K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.