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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 $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HC Advisors's SCHP Position: Q4 2023 in Review

HC Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 445,204 shares — an estimated $11.2M sold.

HC Advisors first reported a position in SCHP in Q4 2019 and held it in 15 quarters. The position peaked at $12.3M in Q2 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • HC Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • HC Advisors sold 445,204 Schwab US TIPS ETF shares in Q4 2023, an estimated $11.2M.
  • HC Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 15 quarters.
  • HC Advisors's Schwab US TIPS ETF position peaked at $12.3M in Q2 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on HC Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.