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Financial Counselors Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Counselors Inc’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
2024
Q1 		– Sell
-34,676
Closed -$905K – 596
2023
Q4 		$905K Buy
34,676
+26,620
+330% +$677K 0.02% 336
2023
Q3 		$203K Buy
+8,056
New +$208K ﹤0.01% 540

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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Financial Counselors Inc's SCHP Position: Q1 2024 in Review

Financial Counselors Inc sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 34,676 shares — an estimated $905K sold.

Financial Counselors Inc first reported a position in SCHP in Q3 2023 and held it in 2 quarters. The position peaked at $905K in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Financial Counselors Inc reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 34,676 Schwab US TIPS ETF shares in Q1 2024, an estimated $905K.
  • Financial Counselors Inc first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 2 quarters.
  • Financial Counselors Inc's Schwab US TIPS ETF position peaked at $905K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Financial Counselors Inc's 13F filing for Q1 2024, filed 2 May 2024.