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Perella Weinberg Partners Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Perella Weinberg Partners Capital Management’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 		$102M Sell
3,896,550
-51,838
-1% -$1.34M 10.24% 3
2023
Q4 		$103M Buy
+3,948,388
New +$100M 8.43% 6

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Perella Weinberg Partners Capital Management's SCHP Position: Q1 2024 in Review

Perella Weinberg Partners Capital Management reduced its Schwab US TIPS ETF (SCHP) stake by 1.3% in Q1 2024, selling an estimated $1.34M and leaving 3,896,550 shares worth $102M. The position accounts for 10.24% of the portfolio, ranked #3.

Perella Weinberg Partners Capital Management first reported a position in SCHP in Q4 2023 and has held it in 2 quarters since. The position peaked at $103M in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Perella Weinberg Partners Capital Management held 3,896,550 shares of Schwab US TIPS ETF worth $102M as of Q1 2024.
  • Perella Weinberg Partners Capital Management sold 51,838 Schwab US TIPS ETF shares in Q1 2024, an estimated $1.34M.
  • Schwab US TIPS ETF made up 10.24% of Perella Weinberg Partners Capital Management's portfolio in Q1 2024, its #3 holding.
  • Perella Weinberg Partners Capital Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 2 quarters since.
  • Perella Weinberg Partners Capital Management's Schwab US TIPS ETF position peaked at $103M in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q1 2024, filed 13 May 2024.