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Portfolio Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Portfolio Solutions’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
Q3 		$13.6M Buy
526,052
+186,186
+55% +$5.18M 1.72% 10
2022
Q2 		$9.48M Buy
339,866
+256,084
+306% +$7.43M 1.21% 11
2022
Q1 		$2.54M Buy
83,782
+44,506
+113% +$1.36M 0.32% 18
2021
Q4 		$1.24M Sell
39,276
-1,452
-4% -$45.7K 0.15% 18
2021
Q3 		$1.27M Buy
40,728
+108
+0.3% +$3.41K 0.16% 18
2021
Q2 		$1.28M Buy
40,620
+6,586
+19% +$204K 0.15% 17
2021
Q1 		$1.04M Sell
34,034
-1,392
-4% -$42.9K 0.13% 19
2020
Q4 		$1.1M Buy
35,426
+342
+1% +$10.5K 0.14% 18
2020
Q3 		$1.08M Sell
35,084
-300
-0.8% -$9.19K 0.15% 26
2020
Q2 		$1.06M Sell
35,384
-3,664
-9% -$109K 0.15% 26
2020
Q1 		$1.12M Sell
39,048
-24,728
-39% -$708K 0.18% 22
2019
Q4 		$1.81M Buy
63,776
+4,086
+7% +$116K 0.24% 18
2019
Q3 		$1.69M Sell
59,690
-2,740
-4% -$77.7K 0.24% 15
2019
Q2 		$1.76M Buy
62,430
+5,948
+11% +$165K 0.25% 17
2019
Q1 		$1.55M Sell
56,482
-44,064
-44% -$1.19M 0.22% 17
2018
Q4 		$2.68M Buy
100,546
+86,656
+624% +$2.31M 0.41% 14
2018
Q3 		$373K Sell
13,890
-8,930
-39% -$243K 0.05% 27
2018
Q2 		$627K Sell
22,820
-17,868
-44% -$488K 0.09% 21
2018
Q1 		$1.12M Sell
40,688
-11,928
-23% -$326K 0.15% 18
2017
Q4 		$1.46M Buy
52,616
+44,636
+559% +$1.23M 0.19% 14
2017
Q3 		$220K Sell
7,980
-10,426
-57% -$289K 0.03% 34
2017
Q2 		$507K Buy
18,406
+14,144
+332% +$392K 0.07% 24
2017
Q1 		$118K Sell
4,262
-9,586
-69% -$265K 0.02% 41
2016
Q4 		$380K Buy
+13,848
New +$386K 0.05% 25
2016
Q1 		– Sell
-26,480
Closed -$703K – 26
2015
Q4 		$703K Buy
+26,480
New +$710K 0.11% 13

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 $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Portfolio Solutions's SCHP Position: Q3 2022 in Review

Portfolio Solutions increased its Schwab US TIPS ETF (SCHP) stake by 55% in Q3 2022, buying an estimated $5.18M and bringing the position to 526,052 shares worth $13.6M. The position accounts for 1.72% of the portfolio, ranked #10.

Portfolio Solutions first reported a position in SCHP in Q4 2015 and has held it in 25 quarters since. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Portfolio Solutions held 526,052 shares of Schwab US TIPS ETF worth $13.6M as of Q3 2022.
  • Portfolio Solutions bought 186,186 Schwab US TIPS ETF shares in Q3 2022, an estimated $5.18M.
  • Schwab US TIPS ETF made up 1.72% of Portfolio Solutions's portfolio in Q3 2022, its #10 holding.
  • Portfolio Solutions first reported a position in Schwab US TIPS ETF in Q4 2015 and has held it in 25 quarters since.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.