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Rather & Kittrell’s Schwab US TIPS ETF SCHP Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-4,384
Closed -$138K – 254
2021
Q4 		$138K Buy
+4,384
New +$138K 0.12% 70

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rather & Kittrell's SCHP Position: Q1 2022 in Review

Rather & Kittrell sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 4,384 shares — an estimated $138K sold.

Rather & Kittrell first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $138K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Rather & Kittrell reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 4,384 Schwab US TIPS ETF shares in Q1 2022, an estimated $138K.
  • Rather & Kittrell first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Schwab US TIPS ETF position peaked at $138K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.