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MOTCO’s Schwab US TIPS ETF SCHP Stock Holding History

MOTCO’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
2024
Q2 		– Sell
-114
Closed -$2.97K – 770
2024
Q1 		$2.97K Sell
114
-64
-36% -$1.66K ﹤0.01% 592
2023
Q4 		$4.65K Buy
178
+20
+13% +$509 ﹤0.01% 526
2023
Q3 		$3.99K Buy
+158
New +$4.07K ﹤0.01% 574

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MOTCO's SCHP Position: Q2 2024 in Review

MOTCO sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 114 shares — an estimated $2.97K sold.

MOTCO first reported a position in SCHP in Q3 2023 and held it in 3 quarters. The position peaked at $4.65K in Q4 2023. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • MOTCO reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • MOTCO sold 114 Schwab US TIPS ETF shares in Q2 2024, an estimated $2.97K.
  • MOTCO first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 3 quarters.
  • MOTCO's Schwab US TIPS ETF position peaked at $4.65K in Q4 2023.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on MOTCO's 13F filing for Q2 2024, filed 7 Aug 2024.