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Managed Account Services’s Schwab US TIPS ETF SCHP Stock Holding History

Managed Account Services’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
Q3 		$208K Hold
6,644
– – 0.05% 105
2021
Q2 		$208K Hold
6,644
– – 0.05% 107
2021
Q1 		$203K Sell
6,644
-814
-11% -$25.1K 0.05% 100
2020
Q4 		$232K Buy
+7,458
New +$229K 0.06% 97

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Managed Account Services's SCHP Position: Q3 2021 in Review

Managed Account Services held its Schwab US TIPS ETF (SCHP) position steady in Q3 2021 at 6,644 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #105.

Managed Account Services first reported a position in SCHP in Q4 2020 and has held it in 4 quarters since. The position peaked at $232K in Q4 2020. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Managed Account Services held 6,644 shares of Schwab US TIPS ETF worth $208K as of Q3 2021.
  • Managed Account Services left its Schwab US TIPS ETF share count unchanged in Q3 2021.
  • Schwab US TIPS ETF made up 0.05% of Managed Account Services's portfolio in Q3 2021, its #105 holding.
  • Managed Account Services first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 4 quarters since.
  • Managed Account Services's Schwab US TIPS ETF position peaked at $232K in Q4 2020.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.