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Greystone Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Greystone Financial Group’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
Q3 		– Sell
-336,674
Closed -$9.39M – 81
2022
Q2 		$9.39M Sell
336,674
-101,500
-23% -$2.95M 2.93% 6
2022
Q1 		$13.3M Sell
438,174
-191,488
-30% -$5.87M 3.36% 4
2021
Q4 		$19.8M Buy
629,662
+13,732
+2% +$432K 4.74% 1
2021
Q3 		$19.3M Sell
615,930
-6,822
-1% -$215K 5.73% 1
2021
Q2 		$19.5M Sell
622,752
-3,984
-0.6% -$124K 4.84% 1
2021
Q1 		$19.5M Buy
626,736
+310,280
+98% +$9.56M 4.91% 1
2020
Q4 		$9.84M Buy
+316,456
New +$9.72M 2.68% 7

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Greystone Financial Group's SCHP Position: Q3 2022 in Review

Greystone Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 336,674 shares — an estimated $9.39M sold.

Greystone Financial Group first reported a position in SCHP in Q4 2020 and held it in 7 quarters. The position peaked at $19.8M in Q4 2021. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Greystone Financial Group reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Greystone Financial Group sold 336,674 Schwab US TIPS ETF shares in Q3 2022, an estimated $9.39M.
  • Greystone Financial Group first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 7 quarters.
  • Greystone Financial Group's Schwab US TIPS ETF position peaked at $19.8M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Greystone Financial Group's 13F filing for Q3 2022, filed 25 Oct 2022.