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Keystone Financial Group (Kentucky)’s Schwab US TIPS ETF SCHP Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		– Sell
-80,358
Closed -$2.53M – 313
2021
Q4 		$2.53M Buy
80,358
+5,500
+7% +$173K 0.41% 54
2021
Q3 		$2.34M Buy
74,858
+10,950
+17% +$346K 0.42% 58
2021
Q2 		$2M Sell
63,908
-50,088
-44% -$1.55M 0.36% 63
2021
Q1 		$3.49M Buy
+113,996
New +$3.51M 0.68% 35

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
Temasek Holdings
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SCHP Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 80,358 shares — an estimated $2.53M sold.

Keystone Financial Group (Kentucky) first reported a position in SCHP in Q1 2021 and held it in 4 quarters. The position peaked at $3.49M in Q1 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Keystone Financial Group (Kentucky) reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 80,358 Schwab US TIPS ETF shares in Q1 2022, an estimated $2.53M.
  • Keystone Financial Group (Kentucky) first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 4 quarters.
  • Keystone Financial Group (Kentucky)'s Schwab US TIPS ETF position peaked at $3.49M in Q1 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.