OC
SCHP icon

Oarsman Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Oarsman Capital’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
Q2 		– Sell
-8,958
Closed -$240K – 179
2023
Q1 		$240K Sell
8,958
-1,678
-16% -$44.2K 0.11% 153
2022
Q4 		$275K Sell
10,636
-51,800
-83% -$1.36M 0.14% 136
2022
Q3 		$1.62M Sell
62,436
-41,972
-40% -$1.17M 0.87% 28
2022
Q2 		$2.91M Buy
104,408
+13,988
+15% +$406K 1.45% 16
2022
Q1 		$2.75M Buy
+90,420
New +$2.77M 1.07% 22

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Oarsman Capital's SCHP Position: Q2 2023 in Review

Oarsman Capital sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 8,958 shares — an estimated $240K sold.

Oarsman Capital first reported a position in SCHP in Q1 2022 and held it in 5 quarters. The position peaked at $2.91M in Q2 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Oarsman Capital reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Oarsman Capital sold 8,958 Schwab US TIPS ETF shares in Q2 2023, an estimated $240K.
  • Oarsman Capital first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 5 quarters.
  • Oarsman Capital's Schwab US TIPS ETF position peaked at $2.91M in Q2 2022.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Oarsman Capital's 13F filing for Q2 2023, filed 10 Aug 2023.