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Gradient Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-272
Closed -$7.07K – 1083
2024
Q2 		$7.07K Buy
272
+96
+55% +$2.48K ﹤0.01% 799
2024
Q1 		$4.59K Sell
176
-416
-70% -$10.8K ﹤0.01% 739
2023
Q4 		$15.5K Buy
592
+562
+1,873% +$14.3K ﹤0.01% 751
2023
Q3 		$757 Buy
30
+16
+114% +$412 ﹤0.01% 1456
2023
Q2 		$367 Sell
14
-116
-89% -$3.08K ﹤0.01% 1576
2023
Q1 		$3.48K Sell
130
-506
-80% -$13.3K ﹤0.01% 1021
2022
Q4 		$16.5K Sell
636
-96
-13% -$2.51K ﹤0.01% 726
2022
Q3 		$19K Buy
732
+32
+5% +$890 ﹤0.01% 680
2022
Q2 		$20K Sell
700
-442
-39% -$12.8K ﹤0.01% 649
2022
Q1 		$35K Buy
1,142
+204
+22% +$6.26K ﹤0.01% 538
2021
Q4 		$29K Sell
938
-540
-37% -$17K ﹤0.01% 589
2021
Q3 		$46K Buy
1,478
+538
+57% +$17K ﹤0.01% 489
2021
Q2 		$29K Sell
940
-110
-10% -$3.41K ﹤0.01% 570
2021
Q1 		$32K Sell
1,050
-52
-5% -$1.6K ﹤0.01% 546
2020
Q4 		$34K Hold
1,102
– – ﹤0.01% 469
2020
Q3 		$34K Buy
1,102
+52
+5% +$1.59K ﹤0.01% 472
2020
Q2 		$32K Hold
1,050
– – ﹤0.01% 447
2020
Q1 		$30K Sell
1,050
-546
-34% -$15.6K ﹤0.01% 436
2019
Q4 		$45K Buy
1,596
+224
+16% +$6.35K ﹤0.01% 423
2019
Q3 		$39K Buy
1,372
+230
+20% +$6.52K ﹤0.01% 421
2019
Q2 		$32K Buy
1,142
+92
+9% +$2.55K ﹤0.01% 443
2019
Q1 		$29K Sell
1,050
-22,148
-95% -$598K ﹤0.01% 402
2018
Q4 		$618K Buy
23,198
+708
+3% +$18.8K 0.04% 172
2018
Q3 		$607K Sell
22,490
-208
-0.9% -$5.66K 0.03% 183
2018
Q2 		$623K Buy
22,698
+3,910
+21% +$107K 0.03% 182
2018
Q1 		$516K Buy
18,788
+1,246
+7% +$34.1K 0.03% 184
2017
Q4 		$486K Sell
17,542
-44
-0.3% -$1.22K 0.03% 186
2017
Q3 		$486K Buy
17,586
+738
+4% +$20.4K 0.03% 161
2017
Q2 		$464K Buy
16,848
+2,232
+15% +$61.9K 0.03% 163
2017
Q1 		$406K Sell
14,616
-246
-2% -$6.79K 0.03% 141
2016
Q4 		$408K Buy
14,862
+240
+2% +$6.69K 0.04% 133
2016
Q3 		$417K Sell
14,622
-246
-2% -$6.97K 0.04% 131
2016
Q2 		$420K Sell
14,868
-64
-0.4% -$1.78K 0.05% 124
2016
Q1 		$415K Buy
14,932
+9,850
+194% +$266K 0.05% 114
2015
Q4 		$135K Buy
+5,082
New +$136K 0.02% 190

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Gradient Investments's SCHP Position: Q3 2024 in Review

Gradient Investments sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 272 shares — an estimated $7.07K sold.

Gradient Investments first reported a position in SCHP in Q4 2015 and held it in 35 quarters. The position peaked at $623K in Q2 2018. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Gradient Investments reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 272 Schwab US TIPS ETF shares in Q3 2024, an estimated $7.07K.
  • Gradient Investments first reported a position in Schwab US TIPS ETF in Q4 2015 and held it in 35 quarters.
  • Gradient Investments's Schwab US TIPS ETF position peaked at $623K in Q2 2018.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.