Johnson Financial Group Inc (Wisconsin)’s Schwab US TIPS ETF SCHP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024 Q1	–	Sell	-4,200	Closed	-$110K	–	960
2023 Q4	$110K	Buy	4,200 +3,824	+1,017%	+$97.3K	0.01%	365
2023 Q3	$9.49K	Buy	376 +298	+382%	+$7.68K	﹤0.01%	532
2023 Q2	$2.04K	Buy	+78	New	+$2.07K	﹤0.01%	618
2022 Q4	–	Sell	-1,146	Closed	-$30K	–	665
2022 Q3	$30K	Buy	+1,146	New	+$31.9K	﹤0.01%	400
2022 Q1	–	Sell	-4	Closed	–	–	794
2021 Q4	$0	Sell	4 -18	-82%	-$567	﹤0.01%	823
2021 Q3	$0	Buy	22 +14	+175%	+$442	﹤0.01%	788
2021 Q2	$0	Buy	+8	New	+$248	﹤0.01%	796

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SCHP Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 4,200 shares — an estimated $110K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHP in Q2 2021 and held it in 7 quarters. The position peaked at $110K in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 4,200 Schwab US TIPS ETF shares in Q1 2024, an estimated $110K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s Schwab US TIPS ETF position peaked at $110K in Q4 2023.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.