PPW
SCHP icon

Pinnacle Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Pinnacle Private Wealth’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 		$525K Buy
18,800
+5,798
+45% +$168K 0.21% 117
2022
Q1 		$395K Sell
13,002
-10,246
-44% -$314K 0.12% 181
2021
Q4 		$731K Buy
+23,248
New +$732K 0.23% 108

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 $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $462B AUM 39.16% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's SCHP Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Schwab US TIPS ETF (SCHP) stake by 45% in Q2 2022, buying an estimated $168K and bringing the position to 18,800 shares worth $525K. The position accounts for 0.21% of the portfolio, ranked #117.

Pinnacle Private Wealth first reported a position in SCHP in Q4 2021 and has held it in 3 quarters since. The position peaked at $731K in Q4 2021. 714 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Pinnacle Private Wealth held 18,800 shares of Schwab US TIPS ETF worth $525K as of Q2 2022.
  • Pinnacle Private Wealth bought 5,798 Schwab US TIPS ETF shares in Q2 2022, an estimated $168K.
  • Schwab US TIPS ETF made up 0.21% of Pinnacle Private Wealth's portfolio in Q2 2022, its #117 holding.
  • Pinnacle Private Wealth first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Schwab US TIPS ETF position peaked at $731K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.