MBFW
SCHP icon

Morton Brown Family Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Morton Brown Family Wealth’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
-60
Closed -$2K – 196
2021
Q4 		$2K Buy
+60
New +$1.89K ﹤0.01% 172

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

Morton Brown Family Wealth's SCHP Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 60 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 60 Schwab US TIPS ETF shares in Q1 2022, an estimated $2K.
  • Morton Brown Family Wealth first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Schwab US TIPS ETF position peaked at $2K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.