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Next Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Next Financial Group’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 		$432K Buy
13,718
+580
+4% +$18.3K 0.03% 609
2021
Q3 		$411K Buy
13,138
+9,634
+275% +$304K 0.03% 546
2021
Q2 		$110K Sell
3,504
-4,102
-54% -$127K 0.01% 1080
2021
Q1 		$233K Buy
7,606
+424
+6% +$13.1K 0.02% 717
2020
Q4 		$223K Buy
7,182
+96
+1% +$2.95K 0.02% 676
2020
Q3 		$218K Sell
7,086
-392
-5% -$12K 0.02% 587
2020
Q2 		$224K Sell
7,478
-102,276
-93% -$3.03M 0.03% 499
2020
Q1 		$3.16M Buy
109,754
+101,712
+1,265% +$2.91M 0.41% 47
2019
Q4 		$228K Sell
8,042
-898
-10% -$25.5K 0.02% 653
2019
Q3 		$254K Sell
8,940
-1,482
-14% -$42K 0.03% 568
2019
Q2 		$293K Buy
10,422
+6,822
+190% +$189K 0.03% 529
2019
Q1 		$99K Sell
3,600
-7,314
-67% -$197K 0.03% 538
2018
Q4 		$291K Buy
10,914
+7,314
+203% +$195K 0.06% 310
2018
Q3 		$97K Sell
3,600
-7,182
-67% -$196K 0.05% 363
2018
Q2 		$296K Sell
10,782
-178
-2% -$4.86K 0.11% 201
2018
Q1 		$301K Buy
+10,960
New +$300K 0.06% 290
2017
Q4 		– Sell
-3,600
Closed -$100K – 1197
2017
Q3 		$100K Sell
3,600
-3,874
-52% -$107K 0.03% 484
2017
Q2 		$206K Buy
7,474
+6,934
+1,284% +$192K 0.05% 343
2017
Q1 		$15K Sell
540
-2
-0.4% -$55 ﹤0.01% 1142
2016
Q4 		$15K Buy
542
+74
+16% +$2.06K ﹤0.01% 1493
2016
Q3 		$13K Buy
+468
New +$13.3K ﹤0.01% 1554

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Next Financial Group's SCHP Position: Q4 2021 in Review

Next Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 4.4% in Q4 2021, buying an estimated $18.3K and bringing the position to 13,718 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #609.

Next Financial Group first reported a position in SCHP in Q3 2016 and has held it in 21 quarters since. The position peaked at $3.16M in Q1 2020. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Next Financial Group held 13,718 shares of Schwab US TIPS ETF worth $432K as of Q4 2021.
  • Next Financial Group bought 580 Schwab US TIPS ETF shares in Q4 2021, an estimated $18.3K.
  • Schwab US TIPS ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #609 holding.
  • Next Financial Group first reported a position in Schwab US TIPS ETF in Q3 2016 and has held it in 21 quarters since.
  • Next Financial Group's Schwab US TIPS ETF position peaked at $3.16M in Q1 2020.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.