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

Jacobsen 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
2023
Q3 		– Sell
-7,654
Closed -$201K – 77
2023
Q2 		$201K Buy
7,654
+16
+0.2% +$424 0.1% 71
2023
Q1 		$205K Buy
+7,638
New +$201K 0.11% 68
2022
Q3 		– Sell
-7,822
Closed -$218K – 53
2022
Q2 		$218K Sell
7,822
-742
-9% -$21.5K 0.12% 52
2022
Q1 		$260K Buy
+8,564
New +$263K 0.12% 53

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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jacobsen Capital Management's SCHP Position: Q3 2023 in Review

Jacobsen Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 7,654 shares — an estimated $201K sold.

Jacobsen Capital Management first reported a position in SCHP in Q1 2022 and held it in 4 quarters. The position peaked at $260K in Q1 2022. 614 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Jacobsen Capital Management reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Jacobsen Capital Management sold 7,654 Schwab US TIPS ETF shares in Q3 2023, an estimated $201K.
  • Jacobsen Capital Management first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 4 quarters.
  • Jacobsen Capital Management's Schwab US TIPS ETF position peaked at $260K in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Jacobsen Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.