MD Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

MD Financial Management’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	$111M	Sell	3,523,974 -125,314	-3%	-$3.95M	2.67%	12
2021 Q3	$114M	Buy	3,649,288 +184,904	+5%	+$5.83M	2.89%	10
2021 Q2	$100M	Sell	3,464,384 -289,534	-8%	-$8.98M	2.88%	8
2021 Q1	$108M	Sell	3,753,918 -329,256	-8%	-$10.1M	3.16%	5
2020 Q4	$127M	Buy	4,083,174 +1,036,126	+34%	+$31.8M	4%	6
2020 Q3	$93.9M	Sell	3,047,048 -45,836	-1%	-$1.4M	3.79%	7
2020 Q2	$92.8M	Sell	3,092,884 -377,948	-11%	-$11.2M	5.02%	6
2020 Q1	$99.8M	Buy	3,470,832 +1,064,042	+44%	+$30.5M	6.17%	2
2019 Q4	$68.1M	Sell	2,406,790 -1,281,176	-35%	-$36.3M	3.43%	13
2019 Q3	$105M	Buy	+3,687,966	New	+$105M	5.49%	4

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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

MD Financial Management's SCHP Position: Q4 2021 in Review

MD Financial Management reduced its Schwab US TIPS ETF (SCHP) stake by 3.4% in Q4 2021, selling an estimated $3.95M and leaving 3,523,974 shares worth $111M. The position accounts for 2.67% of the portfolio, ranked #12.

MD Financial Management first reported a position in SCHP in Q3 2019 and has held it in 10 quarters since. The position peaked at $127M in Q4 2020. 763 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

MD Financial Management held 3,523,974 shares of Schwab US TIPS ETF worth $111M as of Q4 2021.
MD Financial Management sold 125,314 Schwab US TIPS ETF shares in Q4 2021, an estimated $3.95M.
Schwab US TIPS ETF made up 2.67% of MD Financial Management's portfolio in Q4 2021, its #12 holding.
MD Financial Management first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 10 quarters since.
MD Financial Management's Schwab US TIPS ETF position peaked at $127M in Q4 2020.
763 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.