Knowledge Leaders Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Knowledge Leaders Capital’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	-277,994	Closed	-$8.74M	–	129
2021 Q4	$8.74M	Sell	277,994 -381,920	-58%	-$12M	6.41%	1
2021 Q3	$20.6M	Hold	659,914	–	–	16.67%	1
2021 Q2	$20.6M	Hold	659,914	–	–	13.8%	1
2021 Q1	$20.2M	Sell	659,914 -1,498	-0.2%	-$46.1K	16.06%	1
2020 Q4	$20.5M	Buy	661,412 +8,594	+1%	+$264K	17.85%	1
2020 Q3	$20.1M	Buy	652,818 +62,340	+11%	+$1.91M	19.04%	1
2020 Q2	$17.7M	Buy	590,478 +329,256	+126%	+$9.75M	17.93%	1
2020 Q1	$7.51M	Sell	261,222 -2,356	-0.9%	-$67.4K	24.02%	1
2019 Q4	$7.46M	Buy	+263,578	New	+$7.47M	13.74%	4

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

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

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

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

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

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

Knowledge Leaders Capital's SCHP Position: Q1 2022 in Review

Knowledge Leaders Capital sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 277,994 shares — an estimated $8.74M sold.

Knowledge Leaders Capital first reported a position in SCHP in Q4 2019 and held it in 9 quarters. The position peaked at $20.6M in Q3 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

Knowledge Leaders Capital reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
Knowledge Leaders Capital sold 277,994 Schwab US TIPS ETF shares in Q1 2022, an estimated $8.74M.
Knowledge Leaders Capital first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 9 quarters.
Knowledge Leaders Capital's Schwab US TIPS ETF position peaked at $20.6M in Q3 2021.
752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Knowledge Leaders Capital's 13F filing for Q1 2022, filed 3 May 2022.