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Keystone Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Keystone Wealth 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
2022
Q1 		$17.1M Buy
562,996
+68,756
+14% +$2.11M 7.98% 7
2021
Q4 		$15.5M Buy
494,240
+19,618
+4% +$618K 6.86% 7
2021
Q3 		$14.9M Buy
474,622
+27,030
+6% +$853K 8.19% 6
2021
Q2 		$14M Sell
447,592
-134
-0% -$4.15K 8.35% 6
2021
Q1 		$13.7M Buy
447,726
+95,502
+27% +$2.94M 9.21% 4
2020
Q4 		$10.9M Buy
+352,224
New +$10.8M 8.68% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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 Wealth Partners's SCHP Position: Q1 2022 in Review

Keystone Wealth Partners increased its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2022, buying an estimated $2.11M and bringing the position to 562,996 shares worth $17.1M. The position accounts for 7.98% of the portfolio, ranked #7.

Keystone Wealth Partners first reported a position in SCHP in Q4 2020 and has held it in 6 quarters since. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Keystone Wealth Partners held 562,996 shares of Schwab US TIPS ETF worth $17.1M as of Q1 2022.
  • Keystone Wealth Partners bought 68,756 Schwab US TIPS ETF shares in Q1 2022, an estimated $2.11M.
  • Schwab US TIPS ETF made up 7.98% of Keystone Wealth Partners's portfolio in Q1 2022, its #7 holding.
  • Keystone Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 6 quarters since.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.