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Prism Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Prism 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
2024
Q2 		– Sell
-13,808
Closed -$360K – 68
2024
Q1 		$360K Buy
13,808
+876
+7% +$22.7K 0.11% 52
2023
Q4 		$338K Buy
12,932
+214
+2% +$5.44K 0.11% 56
2023
Q3 		$321K Sell
12,718
-2,858
-18% -$73.7K 0.11% 47
2023
Q2 		$408K Sell
15,576
-192
-1% -$5.09K 0.14% 38
2023
Q1 		$423K Sell
15,768
-1,914
-11% -$50.4K 0.15% 37
2022
Q4 		$458K Buy
17,682
+2,868
+19% +$75K 0.17% 37
2022
Q3 		$384K Buy
14,814
+1,150
+8% +$32K 0.15% 43
2022
Q2 		$381K Sell
13,664
-426
-3% -$12.4K 0.14% 38
2022
Q1 		$428K Buy
14,090
+510
+4% +$15.6K 0.14% 36
2021
Q4 		$427K Buy
13,580
+214
+2% +$6.74K 0.14% 36
2021
Q3 		$418K Buy
13,366
+222
+2% +$7K 0.15% 35
2021
Q2 		$411K Buy
13,144
+378
+3% +$11.7K 0.14% 37
2021
Q1 		$390K Buy
12,766
+4,066
+47% +$125K 0.14% 36
2020
Q4 		$270K Buy
+8,700
New +$267K 0.1% 44
2020
Q3 		– Sell
-7,434
Closed -$223K – 49
2020
Q2 		$223K Buy
+7,434
New +$220K 0.1% 43

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

Prism Advisors's SCHP Position: Q2 2024 in Review

Prism Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 13,808 shares — an estimated $360K sold.

Prism Advisors first reported a position in SCHP in Q2 2020 and held it in 15 quarters. The position peaked at $458K in Q4 2022. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Prism Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Prism Advisors sold 13,808 Schwab US TIPS ETF shares in Q2 2024, an estimated $360K.
  • Prism Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 15 quarters.
  • Prism Advisors's Schwab US TIPS ETF position peaked at $458K in Q4 2022.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Prism Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.