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Prostatis Group’s Schwab US TIPS ETF SCHP Stock Holding History

Prostatis Group’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
2023
Q3 		– Sell
-109,346
Closed -$112K – 209
2023
Q2 		$112K Buy
+109,346
New +$2.9M 0.05% 133
2021
Q1 		– Sell
-8,954
Closed -$278K – 98
2020
Q4 		$278K Sell
8,954
-1,954
-18% -$60K 0.23% 68
2020
Q3 		$336K Buy
10,908
+694
+7% +$21.3K 0.32% 60
2020
Q2 		$307K Buy
10,214
+2,960
+41% +$87.7K 0.62% 48
2020
Q1 		$209K Buy
+7,254
New +$208K 0.3% 52

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prostatis Group's SCHP Position: Q3 2023 in Review

Prostatis Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 109,346 shares — an estimated $112K sold.

Prostatis Group first reported a position in SCHP in Q1 2020 and held it in 5 quarters. The position peaked at $336K in Q3 2020. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Prostatis Group reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 109,346 Schwab US TIPS ETF shares in Q3 2023, an estimated $112K.
  • Prostatis Group first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 5 quarters.
  • Prostatis Group's Schwab US TIPS ETF position peaked at $336K in Q3 2020.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.