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HC Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

HC Advisors’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
2023
Q4 		– Sell
-445,204
Closed -$11.2M – 90
2023
Q3 		$11.2M Sell
445,204
-22,454
-5% -$579K 6.68% 3
2023
Q2 		$12.3M Buy
467,658
+36,466
+8% +$967K 7.11% 2
2023
Q1 		$11.6M Buy
431,192
+184,314
+75% +$4.85M 7.14% 2
2022
Q4 		$6.39M Sell
246,878
-101,502
-29% -$2.66M 4.36% 4
2022
Q3 		$9.02M Buy
348,380
+28,720
+9% +$798K 6.21% 3
2022
Q2 		$8.92M Buy
319,660
+298
+0.1% +$8.65K 6.35% 4
2022
Q1 		$9.69M Buy
319,362
+143,320
+81% +$4.4M 6.15% 3
2021
Q4 		$5.54M Buy
176,042
+1,340
+0.8% +$42.2K 3.4% 7
2021
Q3 		$5.47M Sell
174,702
-2,840
-2% -$89.6K 3.59% 7
2021
Q2 		$5.55M Buy
177,542
+562
+0.3% +$17.4K 3.41% 8
2021
Q1 		$5.41M Sell
176,980
-3,552
-2% -$109K 3.5% 8
2020
Q4 		$5.6M Sell
180,532
-784
-0.4% -$24.1K 3.83% 7
2020
Q3 		$5.59M Buy
181,316
+29,176
+19% +$893K 4.51% 5
2020
Q2 		$4.57M Buy
+152,140
New +$4.51M 3.78% 6
2020
Q1 		– Sell
-135,340
Closed -$3.83M – 54
2019
Q4 		$3.83M Buy
+135,340
New +$3.84M 3.95% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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