Natixis’s Schwab US TIPS ETF SCHP Stock Holding History

Natixis’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
2023 Q1	–	Sell	-8,012	Closed	-$207K	–	1162
2022 Q4	$207K	Buy	+8,012	New	+$210K	﹤0.01%	820
2022 Q2	–	Sell	-109,942	Closed	-$3.34M	–	1334
2022 Q1	$3.34M	Buy	109,942 +10,566	+11%	+$324K	0.01%	634
2021 Q4	$3.13M	Sell	99,376 -3,728	-4%	-$117K	0.01%	660
2021 Q3	$3.23M	Buy	+103,104	New	+$3.25M	0.01%	640
2021 Q2	–	Sell	-80,382	Closed	-$2.46M	–	974
2021 Q1	$2.46M	Sell	80,382 -3,550	-4%	-$109K	0.01%	652
2020 Q4	$2.6M	Sell	83,932 -15,678	-16%	-$482K	0.01%	633
2020 Q3	$3.07M	Buy	99,610 +22,206	+29%	+$680K	0.02%	352
2020 Q2	$2.32M	Buy	77,404 +24,648	+47%	+$730K	0.02%	402
2020 Q1	$1.52M	Buy	52,756 +21,774	+70%	+$623K	0.01%	424
2019 Q4	$878K	Sell	30,982 -12,360	-29%	-$350K	0.01%	662
2019 Q3	$1.23M	Buy	43,342 +1,584	+4%	+$44.9K	0.01%	560
2019 Q2	$1.18M	Buy	41,758 +752	+2%	+$20.8K	0.01%	511
2019 Q1	$1.13M	Buy	+41,006	New	+$1.11M	0.01%	570

Other funds holding SCHP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Natixis's SCHP Position: Q1 2023 in Review

Natixis sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 8,012 shares — an estimated $207K sold.

Natixis first reported a position in SCHP in Q1 2019 and held it in 13 quarters. The position peaked at $3.34M in Q1 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Natixis reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Natixis sold 8,012 Schwab US TIPS ETF shares in Q1 2023, an estimated $207K.
Natixis first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 13 quarters.
Natixis's Schwab US TIPS ETF position peaked at $3.34M in Q1 2022.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Natixis's 13F filing for Q1 2023, filed 12 May 2023.