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Institutional & Family Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Institutional & Family Asset Management’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
2022
Q1 		– Sell
-40
Closed -$1K – 829
2021
Q4 		$1K Buy
+40
New +$1.26K ﹤0.01% 756
2020
Q3 		– Sell
-32
Closed -$1K – 886
2020
Q2 		$1K Sell
32
-1,648
-98% -$48.8K ﹤0.01% 803
2020
Q1 		$48K Hold
1,680
– – 0.01% 279
2019
Q4 		$48K Hold
1,680
– – 0.01% 319
2019
Q3 		$48K Buy
+1,680
New +$47.6K 0.01% 296

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institutional & Family Asset Management's SCHP Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 40 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in SCHP in Q3 2019 and held it in 5 quarters. The position peaked at $48K in Q1 2020. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 40 Schwab US TIPS ETF shares in Q1 2022, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 5 quarters.
  • Institutional & Family Asset Management's Schwab US TIPS ETF position peaked at $48K in Q1 2020.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.