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McAlister Sweet & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

McAlister Sweet & Associates’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
-149,928
Closed -$4.71M – 38
2021
Q4 		$4.71M Buy
+149,928
New +$4.72M 4.11% 7

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
Temasek Holdings
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McAlister Sweet & Associates's SCHP Position: Q1 2022 in Review

McAlister Sweet & Associates sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 149,928 shares — an estimated $4.71M sold.

McAlister Sweet & Associates first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $4.71M in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • McAlister Sweet & Associates reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • McAlister Sweet & Associates sold 149,928 Schwab US TIPS ETF shares in Q1 2022, an estimated $4.71M.
  • McAlister Sweet & Associates first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • McAlister Sweet & Associates's Schwab US TIPS ETF position peaked at $4.71M in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on McAlister Sweet & Associates's 13F filing for Q1 2022, filed 4 Apr 2022.