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HBC Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

HBC Financial Services’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
Q1 		– Sell
-180
Closed -$20K – 181
2021
Q4 		$20K Hold
180
– – 0.01% 103
2021
Q3 		$29K Buy
180
+134
+291% +$4.23K 0.02% 75
2021
Q2 		$1K Hold
46
– – ﹤0.01% 167
2021
Q1 		$1.42K Hold
46
– – ﹤0.01% 163
2020
Q4 		$1K Hold
46
– – ﹤0.01% 154
2020
Q3 		$1K Hold
46
– – ﹤0.01% 160
2020
Q2 		$1K Hold
46
– – ﹤0.01% 153
2020
Q1 		$1K Hold
46
– – ﹤0.01% 145
2019
Q4 		$1K Buy
+46
New +$1.3K ﹤0.01% 165

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 $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $462B AUM 39.16% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBC Financial Services's SCHP Position: Q1 2022 in Review

HBC Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 180 shares — an estimated $20K sold.

HBC Financial Services first reported a position in SCHP in Q4 2019 and held it in 9 quarters. The position peaked at $29K in Q3 2021. 750 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • HBC Financial Services reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • HBC Financial Services sold 180 Schwab US TIPS ETF shares in Q1 2022, an estimated $20K.
  • HBC Financial Services first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 9 quarters.
  • HBC Financial Services's Schwab US TIPS ETF position peaked at $29K in Q3 2021.
  • 750 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on HBC Financial Services's 13F filing for Q1 2022, filed 11 May 2022.