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Homrich & Berg’s Schwab US TIPS ETF SCHP Stock Holding History

Homrich & Berg’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 		$672K Buy
21,474
+5,578
+35% +$176K 0.02% 262
2021
Q2 		$497K Sell
15,896
-3,502
-18% -$109K 0.01% 297
2021
Q1 		$593K Buy
+19,398
New +$598K 0.02% 259

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homrich & Berg's SCHP Position: Q3 2021 in Review

Homrich & Berg increased its Schwab US TIPS ETF (SCHP) stake by 35% in Q3 2021, buying an estimated $176K and bringing the position to 21,474 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #262.

Homrich & Berg first reported a position in SCHP in Q1 2021 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Homrich & Berg held 21,474 shares of Schwab US TIPS ETF worth $672K as of Q3 2021.
  • Homrich & Berg bought 5,578 Schwab US TIPS ETF shares in Q3 2021, an estimated $176K.
  • Schwab US TIPS ETF made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #262 holding.
  • Homrich & Berg first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 3 quarters since.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.