PCA
SCHP icon

Personal Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Personal Capital Advisors’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
Q4 		$436M Buy
16,843,246
+1,267,236
+8% +$33.2M 2.12% 10
2022
Q3 		$403M Buy
15,576,010
+1,844,140
+13% +$51.3M 2.18% 10
2022
Q2 		$383M Buy
13,731,870
+730,522
+6% +$21.2M 2.01% 10
2022
Q1 		$395M Buy
13,001,348
+12,838,868
+7,902% +$394M 1.84% 12
2021
Q4 		$5.97M Buy
+162,480
New +$5.12M 0.03% 199

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Capital Advisors's SCHP Position: Q4 2022 in Review

Personal Capital Advisors increased its Schwab US TIPS ETF (SCHP) stake by 8.1% in Q4 2022, buying an estimated $33.2M and bringing the position to 16,843,246 shares worth $436M. The position accounts for 2.12% of the portfolio, ranked #10.

Personal Capital Advisors first reported a position in SCHP in Q4 2021 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Personal Capital Advisors held 16,843,246 shares of Schwab US TIPS ETF worth $436M as of Q4 2022.
  • Personal Capital Advisors bought 1,267,236 Schwab US TIPS ETF shares in Q4 2022, an estimated $33.2M.
  • Schwab US TIPS ETF made up 2.12% of Personal Capital Advisors's portfolio in Q4 2022, its #10 holding.
  • Personal Capital Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.