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Hochman Cole Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$345K Buy
11,016
+178
+2% +$5.62K 0.14% 93
2021
Q2 		$339K Sell
10,838
-6,698
-38% -$208K 0.14% 94
2021
Q1 		$536K Buy
17,536
+224
+1% +$6.9K 0.23% 74
2020
Q4 		$537K Buy
+17,312
New +$532K 0.23% 68

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hochman Cole Investment Advisors's SCHP Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.6% in Q3 2021, buying an estimated $5.62K and bringing the position to 11,016 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #93.

Hochman Cole Investment Advisors first reported a position in SCHP in Q4 2020 and has held it in 4 quarters since. The position peaked at $537K in Q4 2020. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Hochman Cole Investment Advisors held 11,016 shares of Schwab US TIPS ETF worth $345K as of Q3 2021.
  • Hochman Cole Investment Advisors bought 178 Schwab US TIPS ETF shares in Q3 2021, an estimated $5.62K.
  • Schwab US TIPS ETF made up 0.14% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #93 holding.
  • Hochman Cole Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 4 quarters since.
  • Hochman Cole Investment Advisors's Schwab US TIPS ETF position peaked at $537K in Q4 2020.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.