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Jacobi Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-316
Closed -$10K – 1151
2021
Q3 		$10K Hold
316
– – ﹤0.01% 1063
2021
Q2 		$10K Buy
316
+26
+9% +$806 ﹤0.01% 1037
2021
Q1 		$9K Hold
290
– – ﹤0.01% 1009
2020
Q4 		$9K Sell
290
-148
-34% -$4.55K ﹤0.01% 905
2020
Q3 		$14K Hold
438
– – ﹤0.01% 750
2020
Q2 		$13K Buy
+438
New +$13K ﹤0.01% 736

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Jacobi Capital Management's SCHP Position: Q4 2021 in Review

Jacobi Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 316 shares — an estimated $10K sold.

Jacobi Capital Management first reported a position in SCHP in Q2 2020 and held it in 6 quarters. The position peaked at $14K in Q3 2020. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Jacobi Capital Management reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 316 Schwab US TIPS ETF shares in Q4 2021, an estimated $10K.
  • Jacobi Capital Management first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 6 quarters.
  • Jacobi Capital Management's Schwab US TIPS ETF position peaked at $14K in Q3 2020.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.