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Prospera Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-11,850
Closed -$308K – 1183
2024
Q2 		$308K Buy
11,850
+8
+0.1% +$207 0.01% 907
2024
Q1 		$309K Hold
11,842
– – 0.01% 892
2023
Q4 		$309K Sell
11,842
-2,134
-15% -$54.3K 0.01% 836
2023
Q3 		$353K Sell
13,976
-44,400
-76% -$1.14M 0.01% 737
2023
Q2 		$1.53M Sell
58,376
-3,698
-6% -$98K 0.06% 314
2023
Q1 		$1.66M Buy
62,074
+1,196
+2% +$31.5K 0.07% 297
2022
Q4 		$1.58M Sell
60,878
-346
-0.6% -$9.05K 0.08% 268
2022
Q3 		$1.59M Buy
61,224
+4,076
+7% +$113K 0.08% 270
2022
Q2 		$1.59M Sell
57,148
-3,178
-5% -$92.2K 0.08% 277
2022
Q1 		$1.83M Buy
60,326
+2,122
+4% +$65.1K 0.08% 290
2021
Q4 		$1.83M Buy
+58,204
New +$1.83M 0.08% 283

Other funds holding SCHP

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Prospera Financial Services's SCHP Position: Q3 2024 in Review

Prospera Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 11,850 shares — an estimated $308K sold.

Prospera Financial Services first reported a position in SCHP in Q4 2021 and held it in 11 quarters. The position peaked at $1.83M in Q1 2022. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Prospera Financial Services reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Prospera Financial Services sold 11,850 Schwab US TIPS ETF shares in Q3 2024, an estimated $308K.
  • Prospera Financial Services first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 11 quarters.
  • Prospera Financial Services's Schwab US TIPS ETF position peaked at $1.83M in Q1 2022.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.