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Private Capital Management (Colorado)’s Schwab US TIPS ETF SCHP Stock Holding History

Private Capital Management (Colorado)’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
Q4 		– Sell
-216
Closed -$5.79K – 272
2024
Q3 		$5.79K Buy
216
+80
+59% +$2.11K ﹤0.01% 274
2024
Q2 		$3.54K Sell
136
-990
-88% -$25.6K ﹤0.01% 232
2024
Q1 		$29.4K Buy
1,126
+136
+14% +$3.53K 0.01% 210
2023
Q4 		$25.8K Sell
990
-584
-37% -$14.9K 0.01% 190
2023
Q3 		$39.7K Sell
1,574
-270
-15% -$6.96K 0.01% 170
2023
Q2 		$48.3K Hold
1,844
– – 0.01% 159
2023
Q1 		$49.4K Buy
+1,844
New +$48.5K 0.01% 166
2022
Q3 		– Sell
-17,926
Closed -$544K – 156
2022
Q2 		$544K Hold
17,926
– – 0.17% 67
2022
Q1 		$544K Buy
17,926
+58
+0.3% +$1.78K 0.17% 67
2021
Q4 		$562K Buy
17,868
+2,110
+13% +$66.4K 0.19% 61
2021
Q3 		$493K Sell
15,758
-4,052
-20% -$128K 0.2% 63
2021
Q2 		$619K Sell
19,810
-3,140
-14% -$97.3K 0.28% 54
2021
Q1 		$702K Sell
22,950
-1,928
-8% -$59.4K 0.37% 44
2020
Q4 		$770K Buy
+24,878
New +$764K 0.46% 39

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Capital Management (Colorado)'s SCHP Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 216 shares — an estimated $5.79K sold.

Private Capital Management (Colorado) first reported a position in SCHP in Q4 2020 and held it in 14 quarters. The position peaked at $770K in Q4 2020. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 216 Schwab US TIPS ETF shares in Q4 2024, an estimated $5.79K.
  • Private Capital Management (Colorado) first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 14 quarters.
  • Private Capital Management (Colorado)'s Schwab US TIPS ETF position peaked at $770K in Q4 2020.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.