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

Intersect 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
2022
Q1 		– Sell
-89,688
Closed -$2.82M – 463
2021
Q4 		$2.82M Buy
89,688
+17,798
+25% +$560K 0.52% 39
2021
Q3 		$2.25M Buy
71,890
+34,800
+94% +$1.1M 0.38% 54
2021
Q2 		$1.16M Buy
37,090
+12,776
+53% +$396K 0.2% 91
2021
Q1 		$744K Buy
+24,314
New +$749K 0.15% 113

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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $462B AUM 39.16% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intersect Capital's SCHP Position: Q1 2022 in Review

Intersect Capital sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 89,688 shares — an estimated $2.82M sold.

Intersect Capital first reported a position in SCHP in Q1 2021 and held it in 4 quarters. The position peaked at $2.82M in Q4 2021. 750 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Intersect Capital reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Intersect Capital sold 89,688 Schwab US TIPS ETF shares in Q1 2022, an estimated $2.82M.
  • Intersect Capital first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 4 quarters.
  • Intersect Capital's Schwab US TIPS ETF position peaked at $2.82M in Q4 2021.
  • 750 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Intersect Capital's 13F filing for Q1 2022, filed 11 May 2022.