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Freestone Capital Holdings’s Schwab US TIPS ETF SCHP Stock Holding History

Freestone Capital Holdings’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
-16,004
Closed -$503K – 604
2021
Q4 		$503K Sell
16,004
-1,408
-8% -$44.3K 0.02% 315
2021
Q3 		$545K Buy
17,412
+6,376
+58% +$201K 0.03% 267
2021
Q2 		$345K Sell
11,036
-1,800
-14% -$55.8K 0.02% 318
2021
Q1 		$392K Buy
12,836
+5,696
+80% +$175K 0.02% 294
2020
Q4 		$222K Buy
7,140
+3,446
+93% +$106K 0.01% 334
2020
Q3 		$114K Buy
+3,694
New +$113K 0.01% 388

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

Freestone Capital Holdings's SCHP Position: Q1 2022 in Review

Freestone Capital Holdings sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 16,004 shares — an estimated $503K sold.

Freestone Capital Holdings first reported a position in SCHP in Q3 2020 and held it in 6 quarters. The position peaked at $545K in Q3 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Freestone Capital Holdings reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 16,004 Schwab US TIPS ETF shares in Q1 2022, an estimated $503K.
  • Freestone Capital Holdings first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 6 quarters.
  • Freestone Capital Holdings's Schwab US TIPS ETF position peaked at $545K in Q3 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Freestone Capital Holdings's 13F filing for Q1 2022, filed 12 May 2022.