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

Kowal Investment Group’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
2021
Q4 		– Sell
-174
Closed -$5K – 776
2021
Q3 		$5K Buy
+174
New +$5.49K ﹤0.01% 663

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 $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Kowal Investment Group's SCHP Position: Q4 2021 in Review

Kowal Investment Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 174 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in SCHP in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 763 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Kowal Investment Group reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 174 Schwab US TIPS ETF shares in Q4 2021, an estimated $5K.
  • Kowal Investment Group first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Schwab US TIPS ETF position peaked at $5K in Q3 2021.
  • 763 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.