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Pasadena Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Pasadena Private Wealth’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
-351,276
Closed -$9.1M – 121
2022
Q4 		$9.1M Buy
351,276
+335,426
+2,116% +$8.78M 2.81% 12
2022
Q3 		$411K Buy
+15,850
New +$441K 0.14% 48

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $41.9B AUM 18.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Pasadena Private Wealth's SCHP Position: Q1 2023 in Review

Pasadena Private Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 351,276 shares — an estimated $9.1M sold.

Pasadena Private Wealth first reported a position in SCHP in Q3 2022 and held it in 2 quarters. The position peaked at $9.1M in Q4 2022. 657 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Pasadena Private Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Pasadena Private Wealth sold 351,276 Schwab US TIPS ETF shares in Q1 2023, an estimated $9.1M.
  • Pasadena Private Wealth first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 2 quarters.
  • Pasadena Private Wealth's Schwab US TIPS ETF position peaked at $9.1M in Q4 2022.
  • 657 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Pasadena Private Wealth's 13F filing for Q1 2023, filed 20 Apr 2023.