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

Portfolio Strategies’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
Q2 		– Sell
-18,712
Closed -$488K – 105
2024
Q1 		$488K Buy
+18,712
New +$485K 0.03% 86

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Portfolio Strategies's SCHP Position: Q2 2024 in Review

Portfolio Strategies sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 18,712 shares — an estimated $488K sold.

Portfolio Strategies first reported a position in SCHP in Q1 2024 and held it in 1 quarter. The position peaked at $488K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Portfolio Strategies reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 18,712 Schwab US TIPS ETF shares in Q2 2024, an estimated $488K.
  • Portfolio Strategies first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Schwab US TIPS ETF position peaked at $488K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.