JBJ Investment Partners’s Schwab US TIPS ETF SCHP Stock Holding History

JBJ Investment 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
2021 Q4	$12.5M	Sell	396,308 -110,678	-22%	-$3.49M	2.57%	10
2021 Q3	$15.9M	Sell	506,986 -80,978	-14%	-$2.56M	3.29%	10
2021 Q2	$18.4M	Buy	587,964 +41,968	+8%	+$1.3M	3.77%	10
2021 Q1	$16.7M	Buy	545,996 +31,632	+6%	+$974K	3.65%	10
2020 Q4	$16M	Buy	514,364 +30,410	+6%	+$934K	3.63%	10
2020 Q3	$14.9M	Buy	483,954 +53,582	+12%	+$1.64M	3.9%	9
2020 Q2	$12.9M	Buy	430,372 +13,790	+3%	+$409K	3.7%	9
2020 Q1	$12M	Sell	416,582 -75,794	-15%	-$2.17M	4.3%	8
2019 Q4	$13.9M	Buy	492,376 +54,432	+12%	+$1.54M	4.28%	7
2019 Q3	$12.4M	Buy	437,944 +9,360	+2%	+$265K	4.18%	7
2019 Q2	$12.1M	Buy	428,584 +60,106	+16%	+$1.66M	4.36%	7
2019 Q1	$10.1M	Buy	+368,478	New	+$9.94M	3.86%	8

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

JBJ Investment Partners's SCHP Position: Q4 2021 in Review

JBJ Investment Partners reduced its Schwab US TIPS ETF (SCHP) stake by 22% in Q4 2021, selling an estimated $3.49M and leaving 396,308 shares worth $12.5M. The position accounts for 2.57% of the portfolio, ranked #10.

JBJ Investment Partners first reported a position in SCHP in Q1 2019 and has held it in 12 quarters since. The position peaked at $18.4M in Q2 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

JBJ Investment Partners held 396,308 shares of Schwab US TIPS ETF worth $12.5M as of Q4 2021.
JBJ Investment Partners sold 110,678 Schwab US TIPS ETF shares in Q4 2021, an estimated $3.49M.
Schwab US TIPS ETF made up 2.57% of JBJ Investment Partners's portfolio in Q4 2021, its #10 holding.
JBJ Investment Partners first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 12 quarters since.
JBJ Investment Partners's Schwab US TIPS ETF position peaked at $18.4M in Q2 2021.
765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.