Gamble Jones Investment Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

Gamble Jones Investment Counsel’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 Q4	$638K	Hold	24,650	–	–	0.05%	137
2022 Q3	$638K	Hold	24,650	–	–	0.05%	134
2022 Q2	$688K	Hold	24,650	–	–	0.05%	132
2022 Q1	$748K	Hold	24,650	–	–	0.05%	133
2021 Q4	$775K	Hold	24,650	–	–	0.05%	134
2021 Q3	$771K	Buy	24,650 +6,650	+37%	+$210K	0.05%	130
2021 Q2	$563K	Hold	18,000	–	–	0.04%	148
2021 Q1	$550K	Hold	18,000	–	–	0.04%	149
2020 Q4	$559K	Hold	18,000	–	–	0.04%	146
2020 Q3	$555K	Hold	18,000	–	–	0.04%	145
2020 Q2	$540K	Hold	18,000	–	–	0.04%	141
2020 Q1	$518K	Hold	18,000	–	–	0.05%	139
2019 Q4	$510K	Hold	18,000	–	–	0.04%	155
2019 Q3	$511K	Hold	18,000	–	–	0.04%	150
2019 Q2	$507K	Hold	18,000	–	–	0.04%	155
2019 Q1	$495K	Hold	18,000	–	–	0.04%	152
2018 Q4	$479K	Hold	18,000	–	–	0.05%	155
2018 Q3	$486K	Hold	18,000	–	–	0.04%	161
2018 Q2	$494K	Hold	18,000	–	–	0.05%	157
2018 Q1	$494K	Hold	18,000	–	–	0.05%	161
2017 Q4	$499K	Buy	+18,000	New	+$498K	0.05%	158

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Gamble Jones Investment Counsel's SCHP Position: Q4 2022 in Review

Gamble Jones Investment Counsel held its Schwab US TIPS ETF (SCHP) position steady in Q4 2022 at 24,650 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #137.

Gamble Jones Investment Counsel first reported a position in SCHP in Q4 2017 and has held it in 21 quarters since. The position peaked at $775K in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

Gamble Jones Investment Counsel held 24,650 shares of Schwab US TIPS ETF worth $638K as of Q4 2022.
Gamble Jones Investment Counsel left its Schwab US TIPS ETF share count unchanged in Q4 2022.
Schwab US TIPS ETF made up 0.05% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #137 holding.
Gamble Jones Investment Counsel first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 21 quarters since.
Gamble Jones Investment Counsel's Schwab US TIPS ETF position peaked at $775K in Q4 2021.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.