Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Kovitz Investment Group 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
2024
Q3 		– Sell
-95,936
Closed -$2.49M – 1092
2024
Q2 		$2.49M Buy
95,936
+5,006
+6% +$129K 0.02% 397
2024
Q1 		$2.37M Buy
90,930
+3,348
+4% +$86.9K 0.03% 283
2023
Q4 		$2.29M Buy
87,582
+7,690
+10% +$196K 0.04% 229
2023
Q3 		$2.02M Buy
79,892
+6,400
+9% +$165K 0.04% 235
2023
Q2 		$1.93M Sell
73,492
-1,136
-2% -$30.1K 0.03% 243
2023
Q1 		$2M Buy
74,628
+13,880
+23% +$365K 0.03% 244
2022
Q4 		$1.57M Buy
60,748
+1,070
+2% +$28K 0.03% 242
2022
Q3 		$1.55M Sell
59,678
-21,960
-27% -$610K 0.04% 235
2022
Q2 		$2.28M Buy
81,638
+1,620
+2% +$47K 0.05% 219
2022
Q1 		$2.43M Sell
80,018
-103,612
-56% -$3.18M 0.05% 218
2021
Q4 		$5.7M Buy
183,630
+103,650
+130% +$3.26M 0.13% 112
2021
Q3 		$2.5M Sell
79,980
-29,850
-27% -$942K 0.05% 211
2021
Q2 		$3.43M Sell
109,830
-67,180
-38% -$2.08M 0.07% 190
2021
Q1 		$5.41M Sell
177,010
-5,620
-3% -$173K 0.13% 125
2020
Q4 		$5.67M Sell
182,630
-60,664
-25% -$1.86M 0.14% 109
2020
Q3 		$7.5M Buy
243,294
+16,870
+7% +$517K 0.21% 78
2020
Q2 		$6.79M Buy
226,424
+84,014
+59% +$2.49M 0.21% 78
2020
Q1 		$4.09M Buy
142,410
+17,800
+14% +$510K 0.15% 109
2019
Q4 		$3.53M Buy
124,610
+5,100
+4% +$145K 0.1% 138
2019
Q3 		$3.39M Buy
+119,510
New +$3.39M 0.11% 146
2019
Q2 		– Sell
-65,470
Closed -$1.8M – 365
2019
Q1 		$1.8M Buy
+65,470
New +$1.77M 0.06% 209

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Kovitz Investment Group Partners's SCHP Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 95,936 shares — an estimated $2.49M sold.

Kovitz Investment Group Partners first reported a position in SCHP in Q1 2019 and held it in 21 quarters. The position peaked at $7.5M in Q3 2020. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 95,936 Schwab US TIPS ETF shares in Q3 2024, an estimated $2.49M.
  • Kovitz Investment Group Partners first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 21 quarters.
  • Kovitz Investment Group Partners's Schwab US TIPS ETF position peaked at $7.5M in Q3 2020.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.