GA
SCHP icon

Gateway Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Gateway Advisory’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
-134,672
Closed -$4.24M – 113
2021
Q4 		$4.24M Buy
134,672
+124
+0.1% +$3.9K 0.9% 29
2021
Q3 		$4.21M Buy
134,548
+3,606
+3% +$114K 0.88% 28
2021
Q2 		$4.09M Buy
130,942
+4,388
+3% +$136K 0.87% 28
2021
Q1 		$3.87M Buy
126,554
+1,026
+0.8% +$31.6K 0.98% 25
2020
Q4 		$3.9M Buy
125,528
+6,634
+6% +$204K 0.85% 29
2020
Q3 		$3.66M Buy
+118,894
New +$3.64M 0.86% 28
2013
Q3 		– Sell
-52,728
Closed -$1.42M – 33
2013
Q2 		$1.42M Buy
+52,728
New +$1.5M 0.85% 27

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

Gateway Advisory's SCHP Position: Q1 2022 in Review

Gateway Advisory sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 134,672 shares — an estimated $4.24M sold.

Gateway Advisory first reported a position in SCHP in Q2 2013 and held it in 7 quarters. The position peaked at $4.24M in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Gateway Advisory reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Gateway Advisory sold 134,672 Schwab US TIPS ETF shares in Q1 2022, an estimated $4.24M.
  • Gateway Advisory first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 7 quarters.
  • Gateway Advisory's Schwab US TIPS ETF position peaked at $4.24M in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Gateway Advisory's 13F filing for Q1 2022, filed 21 Apr 2022.