KerberRose Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

KerberRose Wealth 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
2022 Q2	$5.11M	Buy	+183,130	New	+$5.31M	4.16%	6

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 $1.81T AUM 41.13% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KerberRose Wealth Management's SCHP Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2022: 183,130 shares worth $5.11M. The stake represents 4.16% of the portfolio and ranks #6 among its holdings.

714 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

KerberRose Wealth Management held 183,130 shares of Schwab US TIPS ETF worth $5.11M as of Q2 2022.
Schwab US TIPS ETF was a new KerberRose Wealth Management position in Q2 2022.
Schwab US TIPS ETF made up 4.16% of KerberRose Wealth Management's portfolio in Q2 2022, its #6 holding.
714 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.