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Frontier Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Frontier Wealth 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
2021
Q3 		– Sell
-6,976
Closed -$218K – 447
2021
Q2 		$218K Buy
+6,976
New +$216K 0.02% 395
2021
Q1 		– Sell
-6,542
Closed -$203K – 400
2020
Q4 		$203K Sell
6,542
-716
-10% -$22K 0.02% 356
2020
Q3 		$224K Buy
7,258
+94
+1% +$2.88K 0.02% 322
2020
Q2 		$215K Buy
+7,164
New +$212K 0.02% 315
2019
Q2 		– Sell
-95,482
Closed -$2.63M – 359
2019
Q1 		$2.63M Sell
95,482
-4,306
-4% -$116K 0.36% 59
2018
Q4 		$2.66M Sell
99,788
-39,784
-29% -$1.06M 0.4% 61
2018
Q3 		$3.77M Buy
139,572
+18,600
+15% +$506K 0.36% 46
2018
Q2 		$3.32M Sell
120,972
-29,622
-20% -$808K 0.48% 48
2018
Q1 		$4.13M Sell
150,594
-8,254
-5% -$226K 0.58% 44
2017
Q4 		$4.4M Sell
158,848
-107,460
-40% -$2.97M 0.71% 30
2017
Q3 		$7.36M Buy
266,308
+155,192
+140% +$4.3M 1.06% 20
2017
Q2 		$3.06M Sell
111,116
-32,564
-23% -$903K 0.47% 57
2017
Q1 		$3.99M Sell
143,680
-123,054
-46% -$3.4M 0.61% 46
2016
Q4 		$7.31M Sell
266,734
-12,072
-4% -$337K 1.2% 16
2016
Q3 		$7.96M Buy
278,806
+4,940
+2% +$140K 1.21% 13
2016
Q2 		$7.73M Buy
273,866
+80,632
+42% +$2.24M 1.24% 14
2016
Q1 		$5.37M Sell
193,234
-102,724
-35% -$2.78M 0.45% 24
2015
Q4 		$7.86M Buy
295,958
+41,550
+16% +$1.11M 1.26% 14
2015
Q3 		$6.83M Sell
254,408
-131,414
-34% -$3.55M 1.08% 17
2015
Q2 		$10.5M Buy
385,822
+210,698
+120% +$5.76M 1.61% 9
2015
Q1 		$4.81M Sell
175,124
-206,714
-54% -$5.67M 0.77% 29
2014
Q4 		$10.4M Buy
+381,838
New +$10.4M 1.95% 7

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frontier Wealth Management's SCHP Position: Q3 2021 in Review

Frontier Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2021, closing a stake of 6,976 shares — an estimated $218K sold.

Frontier Wealth Management first reported a position in SCHP in Q4 2014 and held it in 22 quarters. The position peaked at $10.5M in Q2 2015. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Frontier Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 6,976 Schwab US TIPS ETF shares in Q3 2021, an estimated $218K.
  • Frontier Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2014 and held it in 22 quarters.
  • Frontier Wealth Management's Schwab US TIPS ETF position peaked at $10.5M in Q2 2015.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Frontier Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.