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Patron Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Patron Partners’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
2022
Q2 		– Sell
-6,838
Closed -$207K – 182
2022
Q1 		$207K Hold
6,838
– – 0.14% 160
2021
Q4 		$215K Hold
6,838
– – 0.14% 156
2021
Q3 		$213K Sell
6,838
-972
-12% -$30.7K 0.16% 153
2021
Q2 		$244K Buy
+7,810
New +$242K 0.18% 136

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patron Partners's SCHP Position: Q2 2022 in Review

Patron Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 6,838 shares — an estimated $207K sold.

Patron Partners first reported a position in SCHP in Q2 2021 and held it in 4 quarters. The position peaked at $244K in Q2 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Patron Partners reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Patron Partners sold 6,838 Schwab US TIPS ETF shares in Q2 2022, an estimated $207K.
  • Patron Partners first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 4 quarters.
  • Patron Partners's Schwab US TIPS ETF position peaked at $244K in Q2 2021.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Patron Partners's 13F filing for Q2 2022, filed 4 Aug 2022.