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Partners Capital Investment Group’s Schwab US TIPS ETF SCHP Stock Holding History

Partners Capital Investment 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
Q2 		– Sell
-110,010
Closed -$3.36M – 149
2021
Q1 		$3.36M Buy
+110,010
New +$3.39M 0.15% 90

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QCM
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Franklin Resources
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partners Capital Investment Group's SCHP Position: Q2 2021 in Review

Partners Capital Investment Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 110,010 shares — an estimated $3.36M sold.

Partners Capital Investment Group first reported a position in SCHP in Q1 2021 and held it in 1 quarter. The position peaked at $3.36M in Q1 2021. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • Partners Capital Investment Group reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • Partners Capital Investment Group sold 110,010 Schwab US TIPS ETF shares in Q2 2021, an estimated $3.36M.
  • Partners Capital Investment Group first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 1 quarter.
  • Partners Capital Investment Group's Schwab US TIPS ETF position peaked at $3.36M in Q1 2021.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on Partners Capital Investment Group's 13F filing for Q2 2021, filed 16 Aug 2021.