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Peterson Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Peterson Financial Group’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
Q3 		$22.6K Buy
+842
New +$22.2K 0.09% 145

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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Peterson Financial Group's SCHP Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2024: 842 shares worth $22.6K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings.

635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Peterson Financial Group held 842 shares of Schwab US TIPS ETF worth $22.6K as of Q3 2024.
  • Schwab US TIPS ETF was a new Peterson Financial Group position in Q3 2024.
  • Schwab US TIPS ETF made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #145 holding.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.