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Frank Rimerman Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Frank Rimerman Advisors’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
Q3 		– Sell
-7,196
Closed -$201K – 98
2022
Q2 		$201K Hold
7,196
– – 0.08% 85
2022
Q1 		$218K Hold
7,196
– – 0.07% 116
2021
Q4 		$226K Buy
+7,196
New +$227K 0.08% 106

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 $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Frank Rimerman Advisors's SCHP Position: Q3 2022 in Review

Frank Rimerman Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 7,196 shares — an estimated $201K sold.

Frank Rimerman Advisors first reported a position in SCHP in Q4 2021 and held it in 3 quarters. The position peaked at $226K in Q4 2021. 693 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Frank Rimerman Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Frank Rimerman Advisors sold 7,196 Schwab US TIPS ETF shares in Q3 2022, an estimated $201K.
  • Frank Rimerman Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 3 quarters.
  • Frank Rimerman Advisors's Schwab US TIPS ETF position peaked at $226K in Q4 2021.
  • 693 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Frank Rimerman Advisors's 13F filing for Q3 2022, filed 7 Sep 2023.