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Optimum Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-282
Closed -$9K – 915
2021
Q2 		$9K Hold
282
– – ﹤0.01% 762
2021
Q1 		$9K Hold
282
– – ﹤0.01% 777
2020
Q4 		$9K Hold
282
– – ﹤0.01% 742
2020
Q3 		$9K Buy
+282
New +$8.64K ﹤0.01% 714
2019
Q4 		– Sell
-1,214
Closed -$34K – 1011
2019
Q3 		$34K Buy
1,214
+10
+0.8% +$283 0.01% 579
2019
Q2 		$34K Buy
1,204
+4
+0.3% +$111 0.01% 589
2019
Q1 		$33K Hold
1,200
– – 0.01% 604
2018
Q4 		$32K Hold
1,200
– – 0.01% 551
2018
Q3 		$32K Buy
+1,200
New +$32.7K 0.01% 639

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's SCHP Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2021, closing a stake of 282 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in SCHP in Q3 2018 and held it in 9 quarters. The position peaked at $34K in Q3 2019. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 282 Schwab US TIPS ETF shares in Q3 2021, an estimated $9K.
  • Optimum Investment Advisors first reported a position in Schwab US TIPS ETF in Q3 2018 and held it in 9 quarters.
  • Optimum Investment Advisors's Schwab US TIPS ETF position peaked at $34K in Q3 2019.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.