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Intellectus Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Intellectus Partners’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
Q4 		– Sell
-25,240
Closed -$654K – 269
2022
Q3 		$654K Sell
25,240
-336
-1% -$9.34K 0.23% 122
2022
Q2 		$714K Buy
25,576
+4,848
+23% +$141K 0.25% 114
2022
Q1 		$629K Hold
20,728
– – 0.19% 142
2021
Q4 		$652K Hold
20,728
– – 0.17% 158
2021
Q3 		$649K Hold
20,728
– – 0.16% 161
2021
Q2 		$648K Hold
20,728
– – 0.15% 172
2021
Q1 		$634K Hold
20,728
– – 0.17% 164
2020
Q4 		$643K Buy
+20,728
New +$637K 0.19% 142

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Intellectus Partners's SCHP Position: Q4 2022 in Review

Intellectus Partners sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 25,240 shares — an estimated $654K sold.

Intellectus Partners first reported a position in SCHP in Q4 2020 and held it in 8 quarters. The position peaked at $714K in Q2 2022. 696 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Intellectus Partners reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Intellectus Partners sold 25,240 Schwab US TIPS ETF shares in Q4 2022, an estimated $654K.
  • Intellectus Partners first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 8 quarters.
  • Intellectus Partners's Schwab US TIPS ETF position peaked at $714K in Q2 2022.
  • 696 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Intellectus Partners's 13F filing for Q4 2022, filed 2 Feb 2023.