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Firestone Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Firestone Capital 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
2022
Q1 		– Sell
-15,280
Closed -$480K – 126
2021
Q4 		$480K Sell
15,280
-7,400
-33% -$233K 0.15% 72
2021
Q3 		$709K Hold
22,680
– – 0.23% 54
2021
Q2 		$709K Hold
22,680
– – 0.26% 54
2021
Q1 		$694K Hold
22,680
– – 0.25% 55
2020
Q4 		$704K Hold
22,680
– – 0.27% 55
2020
Q3 		$699K Hold
22,680
– – 0.31% 50
2020
Q2 		$681K Hold
22,680
– – 0.32% 50
2020
Q1 		$652K Hold
22,680
– – 0.34% 45
2019
Q4 		$642K Buy
+22,680
New +$643K 0.27% 52

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Firestone Capital Management's SCHP Position: Q1 2022 in Review

Firestone Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 15,280 shares — an estimated $480K sold.

Firestone Capital Management first reported a position in SCHP in Q4 2019 and held it in 9 quarters. The position peaked at $709K in Q3 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Firestone Capital Management reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Firestone Capital Management sold 15,280 Schwab US TIPS ETF shares in Q1 2022, an estimated $480K.
  • Firestone Capital Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 9 quarters.
  • Firestone Capital Management's Schwab US TIPS ETF position peaked at $709K in Q3 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Firestone Capital Management's 13F filing for Q1 2022, filed 3 May 2022.