Peapack-Gladstone Financial Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Peapack-Gladstone Financial Corp’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
2024 Q1	–	Sell	-7,660	Closed	-$200K	–	717
2023 Q4	$200K	Sell	7,660 -400	-5%	-$10.2K	﹤0.01%	658
2023 Q3	$203K	Sell	8,060 -560	-6%	-$14.4K	﹤0.01%	636
2023 Q2	$226K	Sell	8,620 -178	-2%	-$4.72K	﹤0.01%	623
2023 Q1	$236K	Sell	8,798 -252	-3%	-$6.63K	﹤0.01%	608
2022 Q4	$234K	Buy	9,050 +36	+0.4%	+$942	﹤0.01%	586
2022 Q3	$233K	Sell	9,014 -8	-0.1%	-$222	﹤0.01%	592
2022 Q2	$252K	Buy	9,022 +152	+2%	+$4.41K	0.01%	548
2022 Q1	$269K	Hold	8,870	–	–	0.01%	583
2021 Q4	$279K	Buy	8,870 +1,762	+25%	+$55.5K	0.01%	574
2021 Q3	$222K	Buy	+7,108	New	+$224K	﹤0.01%	605

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SCHP Position: Q1 2024 in Review

Peapack-Gladstone Financial Corp sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 7,660 shares — an estimated $200K sold.

Peapack-Gladstone Financial Corp first reported a position in SCHP in Q3 2021 and held it in 10 quarters. The position peaked at $279K in Q4 2021. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Peapack-Gladstone Financial Corp reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 7,660 Schwab US TIPS ETF shares in Q1 2024, an estimated $200K.
Peapack-Gladstone Financial Corp first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 10 quarters.
Peapack-Gladstone Financial Corp's Schwab US TIPS ETF position peaked at $279K in Q4 2021.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2024, filed 10 May 2024.