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Professional Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Professional Planning’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
2021
Q3 		$357K Buy
+11,414
New +$360K 0.17% 89

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Professional Planning's SCHP Position: Q3 2021 in Review

Professional Planning opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2021: 11,414 shares worth $357K. The stake represents 0.17% of the portfolio and ranks #89 among its holdings.

633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Professional Planning held 11,414 shares of Schwab US TIPS ETF worth $357K as of Q3 2021.
  • Schwab US TIPS ETF was a new Professional Planning position in Q3 2021.
  • Schwab US TIPS ETF made up 0.17% of Professional Planning's portfolio in Q3 2021, its #89 holding.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.