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Gerber Kawasaki Wealth & Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-610
Closed -$19K – 938
2021
Q3 		$19K Buy
+610
New +$19.2K ﹤0.01% 520

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHP Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 610 shares — an estimated $19K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHP in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 610 Schwab US TIPS ETF shares in Q4 2021, an estimated $19K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab US TIPS ETF position peaked at $19K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.