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Financial Management Concepts’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Management Concepts’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 		$14.5M Buy
+461,596
New +$14.5M 10.58% 3

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 $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

Financial Management Concepts's SCHP Position: Q4 2021 in Review

Financial Management Concepts opened a new position in Schwab US TIPS ETF (SCHP) in Q4 2021: 461,596 shares worth $14.5M. The stake represents 10.58% of the portfolio and ranks #3 among its holdings.

765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Financial Management Concepts held 461,596 shares of Schwab US TIPS ETF worth $14.5M as of Q4 2021.
  • Schwab US TIPS ETF was a new Financial Management Concepts position in Q4 2021.
  • Schwab US TIPS ETF made up 10.58% of Financial Management Concepts's portfolio in Q4 2021, its #3 holding.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.