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Gratus Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Gratus Capital’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
Q2 		$399K Buy
15,342
+5,738
+60% +$148K 0.02% 282
2024
Q1 		$250K Buy
9,604
+482
+5% +$12.5K 0.01% 288
2023
Q4 		$238K Buy
+9,122
New +$232K 0.01% 243
2023
Q2 		– Sell
-7,646
Closed -$205K – 254
2023
Q1 		$205K Sell
7,646
-782
-9% -$20.6K 0.02% 212
2022
Q4 		$218K Buy
+8,428
New +$220K 0.02% 214
2022
Q3 		– Sell
-7,336
Closed -$205K – 210
2022
Q2 		$205K Buy
+7,336
New +$213K 0.02% 183
2022
Q1 		– Sell
-7,676
Closed -$241K – 218
2021
Q4 		$241K Buy
+7,676
New +$242K 0.02% 186

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Gratus Capital's SCHP Position: Q2 2024 in Review

Gratus Capital increased its Schwab US TIPS ETF (SCHP) stake by 60% in Q2 2024, buying an estimated $148K and bringing the position to 15,342 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #282.

Gratus Capital first reported a position in SCHP in Q4 2021 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Gratus Capital held 15,342 shares of Schwab US TIPS ETF worth $399K as of Q2 2024.
  • Gratus Capital bought 5,738 Schwab US TIPS ETF shares in Q2 2024, an estimated $148K.
  • Schwab US TIPS ETF made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #282 holding.
  • Gratus Capital first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 7 quarters since.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.