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Global Trust Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Global Trust Asset 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
2022
Q2 		– Sell
-398
Closed -$12K – 467
2022
Q1 		$12K Buy
+398
New +$12.2K 0.01% 367
2020
Q2 		– Sell
-40
Closed -$1K – 399
2020
Q1 		$1K Sell
40
-38
-49% -$1.09K ﹤0.01% 336
2019
Q4 		$2K Hold
78
– – ﹤0.01% 342
2019
Q3 		$2K Hold
78
– – ﹤0.01% 319
2019
Q2 		$2K Sell
78
-16
-17% -$443 ﹤0.01% 359
2019
Q1 		$2K Hold
94
– – ﹤0.01% 335
2018
Q4 		$2K Buy
+94
New +$2.5K ﹤0.01% 347

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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Trust Asset Management's SCHP Position: Q2 2022 in Review

Global Trust Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 398 shares — an estimated $12K sold.

Global Trust Asset Management first reported a position in SCHP in Q4 2018 and held it in 7 quarters. The position peaked at $12K in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Global Trust Asset Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Global Trust Asset Management sold 398 Schwab US TIPS ETF shares in Q2 2022, an estimated $12K.
  • Global Trust Asset Management first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 7 quarters.
  • Global Trust Asset Management's Schwab US TIPS ETF position peaked at $12K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Global Trust Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.