F.L. Putnam Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

F.L. Putnam Investment Management’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 Q3	–	Sell	-14,830	Closed	-$389K	–	479
2023 Q2	$389K	Buy	14,830 +2	+0%	+$53	0.01%	383
2023 Q1	$397K	Sell	14,828 -2,054	-12%	-$54.1K	0.01%	333
2022 Q4	$437K	Buy	16,882 +1,634	+11%	+$42.7K	0.02%	309
2022 Q3	$395K	Buy	15,248 +3,786	+33%	+$105K	0.02%	302
2022 Q2	$320K	Sell	11,462 -102	-0.9%	-$2.96K	0.01%	330
2022 Q1	$351K	Buy	11,564 +1,982	+21%	+$60.8K	0.01%	318
2021 Q4	$301K	Sell	9,582 -536	-5%	-$16.9K	0.01%	338
2021 Q3	$317K	Sell	10,118 -4,020	-28%	-$127K	0.01%	326
2021 Q2	$442K	Buy	+14,138	New	+$438K	0.02%	295

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

F.L. Putnam Investment Management's SCHP Position: Q3 2023 in Review

F.L. Putnam Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 14,830 shares — an estimated $389K sold.

F.L. Putnam Investment Management first reported a position in SCHP in Q2 2021 and held it in 9 quarters. The position peaked at $442K in Q2 2021. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

F.L. Putnam Investment Management reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
F.L. Putnam Investment Management sold 14,830 Schwab US TIPS ETF shares in Q3 2023, an estimated $389K.
F.L. Putnam Investment Management first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 9 quarters.
F.L. Putnam Investment Management's Schwab US TIPS ETF position peaked at $442K in Q2 2021.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.