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Oppenheimer & Co’s Schwab US TIPS ETF SCHP Stock Holding History

Oppenheimer & Co’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
-31,278
Closed -$810K – 1447
2022
Q4 		$810K Sell
31,278
-5,132
-14% -$134K 0.02% 758
2022
Q3 		$943K Buy
36,410
+13,968
+62% +$388K 0.02% 680
2022
Q2 		$627K Sell
22,442
-6,350
-22% -$184K 0.01% 843
2022
Q1 		$874K Buy
28,792
+18,028
+167% +$553K 0.02% 790
2021
Q4 		$339K Sell
10,764
-800
-7% -$25.2K 0.01% 1174
2021
Q3 		$362K Buy
+11,564
New +$365K 0.01% 1140

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

Oppenheimer & Co's SCHP Position: Q1 2023 in Review

Oppenheimer & Co sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 31,278 shares — an estimated $810K sold.

Oppenheimer & Co first reported a position in SCHP in Q3 2021 and held it in 6 quarters. The position peaked at $943K in Q3 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Oppenheimer & Co reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 31,278 Schwab US TIPS ETF shares in Q1 2023, an estimated $810K.
  • Oppenheimer & Co first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 6 quarters.
  • Oppenheimer & Co's Schwab US TIPS ETF position peaked at $943K in Q3 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.