IEQ Capital’s Schwab US TIPS ETF SCHP Stock Holding History

IEQ Capital’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	-18,424	Closed	-$465K	–	984
2023 Q3	$465K	Buy	18,424 +90	+0.5%	+$2.32K	0.01%	585
2023 Q2	$481K	Buy	18,334 +110	+0.6%	+$2.92K	0.01%	554
2023 Q1	$488K	Hold	18,224	–	–	0.01%	573
2022 Q4	$472K	Buy	18,224 +890	+5%	+$23.3K	0.01%	534
2022 Q3	$449K	Sell	17,334 -25,972	-60%	-$722K	0.01%	558
2022 Q2	$1.21M	Buy	43,306 +274	+0.6%	+$7.95K	0.04%	276
2022 Q1	$1.31M	Buy	+43,032	New	+$1.32M	0.03%	275

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

IEQ Capital's SCHP Position: Q4 2023 in Review

IEQ Capital sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 18,424 shares — an estimated $465K sold.

IEQ Capital first reported a position in SCHP in Q1 2022 and held it in 7 quarters. The position peaked at $1.31M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

IEQ Capital reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
IEQ Capital sold 18,424 Schwab US TIPS ETF shares in Q4 2023, an estimated $465K.
IEQ Capital first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 7 quarters.
IEQ Capital's Schwab US TIPS ETF position peaked at $1.31M in Q1 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.