Leelyn Smith’s Schwab US TIPS ETF SCHP Stock Holding History

Leelyn Smith’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	-312	Closed	-$10K	–	393
2021 Q4	$10K	Buy	312 +80	+34%	+$2.52K	﹤0.01%	292
2021 Q3	$7K	Sell	232 -4	-2%	-$126	﹤0.01%	304
2021 Q2	$7K	Sell	236 -4	-2%	-$124	﹤0.01%	301
2021 Q1	$7K	Buy	240 +2	+0.8%	+$62	﹤0.01%	318
2020 Q4	$7K	Buy	238 +16	+7%	+$491	﹤0.01%	298
2020 Q3	$7K	Buy	+222	New	+$6.8K	﹤0.01%	283

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

Leelyn Smith's SCHP Position: Q1 2022 in Review

Leelyn Smith sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 312 shares — an estimated $10K sold.

Leelyn Smith first reported a position in SCHP in Q3 2020 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

Leelyn Smith reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
Leelyn Smith sold 312 Schwab US TIPS ETF shares in Q1 2022, an estimated $10K.
Leelyn Smith first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 6 quarters.
Leelyn Smith's Schwab US TIPS ETF position peaked at $10K in Q4 2021.
752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Leelyn Smith's 13F filing for Q1 2022, filed 11 May 2022.