F.L. Putnam Investment Management
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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

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QCM
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 614 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.
  • 614 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.