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Moors & Cabot’s Schwab US TIPS ETF SCHP Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-16,288
Closed -$494K – 904
2022
Q1 		$494K Buy
16,288
+1,102
+7% +$33.8K 0.03% 476
2021
Q4 		$478K Sell
15,186
-262
-2% -$8.25K 0.03% 473
2021
Q3 		$484K Buy
+15,448
New +$487K 0.03% 454

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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moors & Cabot's SCHP Position: Q2 2022 in Review

Moors & Cabot sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 16,288 shares — an estimated $494K sold.

Moors & Cabot first reported a position in SCHP in Q3 2021 and held it in 3 quarters. The position peaked at $494K in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Moors & Cabot reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Moors & Cabot sold 16,288 Schwab US TIPS ETF shares in Q2 2022, an estimated $494K.
  • Moors & Cabot first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 3 quarters.
  • Moors & Cabot's Schwab US TIPS ETF position peaked at $494K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Moors & Cabot's 13F filing for Q2 2022, filed 8 Aug 2022.