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One Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

One Capital Management’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
-8,362
Closed -$217K – 328
2022
Q4 		$217K Sell
8,362
-758
-8% -$19.8K 0.01% 270
2022
Q3 		$236K Sell
9,120
-1,730
-16% -$48.1K 0.01% 270
2022
Q2 		$302K Sell
10,850
-6,122
-36% -$178K 0.02% 265
2022
Q1 		$515K Sell
16,972
-2,148
-11% -$65.9K 0.03% 217
2021
Q4 		$601K Buy
+19,120
New +$602K 0.05% 161
2021
Q1 		– Sell
-6,580
Closed -$204K – 171
2020
Q4 		$204K Sell
6,580
-100
-1% -$3.07K 0.02% 159
2020
Q3 		$206K Hold
6,680
– – 0.03% 153
2020
Q2 		$200K Sell
6,680
-600
-8% -$17.8K 0.03% 171
2020
Q1 		$209K Sell
7,280
-910
-11% -$26.1K 0.04% 181
2019
Q4 		$232K Sell
8,190
-1,100
-12% -$31.2K 0.04% 153
2019
Q3 		$264K Hold
9,290
– – 0.04% 151
2019
Q2 		$262K Hold
9,290
– – 0.04% 150
2019
Q1 		$255K Buy
9,290
+310
+3% +$8.37K 0.05% 150
2018
Q4 		$239K Hold
8,980
– – 0.05% 152
2018
Q3 		$242K Hold
8,980
– – 0.04% 147
2018
Q2 		$247K Buy
8,980
+1,200
+15% +$32.7K 0.05% 146
2018
Q1 		$213K Hold
7,780
– – 0.04% 149
2017
Q4 		$216K Buy
+7,780
New +$215K 0.04% 145

Other funds holding SCHP

JP Morgan Chase
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

One Capital Management's SCHP Position: Q1 2023 in Review

One Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 8,362 shares — an estimated $217K sold.

One Capital Management first reported a position in SCHP in Q4 2017 and held it in 18 quarters. The position peaked at $601K in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • One Capital Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • One Capital Management sold 8,362 Schwab US TIPS ETF shares in Q1 2023, an estimated $217K.
  • One Capital Management first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 18 quarters.
  • One Capital Management's Schwab US TIPS ETF position peaked at $601K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on One Capital Management's 13F filing for Q1 2023, filed 11 May 2023.