Raymond James Financial Services Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Raymond James Financial Services Advisors’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	$15.3M	Buy	570,098 +22,538	+4%	+$595K	0.02%	669
2024 Q2	$14.2M	Buy	547,560 +24,272	+5%	+$628K	0.02%	649
2024 Q1	$13.6M	Buy	523,288 +31,296	+6%	+$812K	0.02%	667
2023 Q4	$12.8M	Buy	491,992 +98,916	+25%	+$2.52M	0.02%	653
2023 Q3	$9.92M	Buy	393,076 +107,346	+38%	+$2.77M	0.02%	704
2023 Q2	$7.49M	Buy	285,730 +99,494	+53%	+$2.64M	0.01%	829
2023 Q1	$4.99M	Buy	186,236 +65,026	+54%	+$1.71M	0.01%	1000
2022 Q4	$3.14M	Sell	121,210 -30,014	-20%	-$785K	0.01%	1206
2022 Q3	$3.92M	Sell	151,224 -17,796	-11%	-$495K	0.01%	1042
2022 Q2	$4.72M	Sell	169,020 -212,990	-56%	-$6.18M	0.01%	959
2022 Q1	$11.6M	Sell	382,010 -24,370	-6%	-$747K	0.02%	630
2021 Q4	$12.8M	Buy	406,380 +143,230	+54%	+$4.51M	0.02%	587
2021 Q3	$8.23M	Buy	263,150 +91,498	+53%	+$2.89M	0.02%	754
2021 Q2	$5.37M	Sell	171,652 -88,812	-34%	-$2.75M	0.01%	942
2021 Q1	$7.96M	Buy	260,464 +52,198	+25%	+$1.61M	0.02%	711
2020 Q4	$6.46M	Sell	208,266 -17,080	-8%	-$525K	0.02%	725
2020 Q3	$6.94M	Buy	225,346 +6,876	+3%	+$211K	0.02%	632
2020 Q2	$6.56M	Buy	218,470 +186,392	+581%	+$5.52M	0.02%	613
2020 Q1	$922K	Sell	32,078 -3,658	-10%	-$105K	﹤0.01%	1245
2019 Q4	$1.01M	Buy	35,736 +27,986	+361%	+$793K	﹤0.01%	1530
2019 Q3	$220K	Sell	7,750 -20,690	-73%	-$586K	﹤0.01%	2429
2019 Q2	$801K	Sell	28,440 -174,004	-86%	-$4.82M	﹤0.01%	1622
2019 Q1	$5.57M	Buy	202,444 +7,784	+4%	+$210K	0.02%	611
2018 Q4	$5.18M	Buy	194,660 +25,200	+15%	+$670K	0.03%	521
2018 Q3	$4.57M	Buy	169,460 +11,132	+7%	+$303K	0.02%	687
2018 Q2	$4.35M	Buy	158,328 +10,640	+7%	+$290K	0.02%	656
2018 Q1	$4.05M	Buy	147,688 +25,372	+21%	+$694K	0.02%	634
2017 Q4	$3.39M	Buy	+122,316	New	+$3.38M	0.02%	689

Other funds holding SCHP

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 New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Raymond James Financial Services Advisors's SCHP Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Schwab US TIPS ETF (SCHP) stake by 4.1% in Q3 2024, buying an estimated $595K and bringing the position to 570,098 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #669.

Raymond James Financial Services Advisors first reported a position in SCHP in Q4 2017 and has held it in 28 quarters since. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

Raymond James Financial Services Advisors held 570,098 shares of Schwab US TIPS ETF worth $15.3M as of Q3 2024.
Raymond James Financial Services Advisors bought 22,538 Schwab US TIPS ETF shares in Q3 2024, an estimated $595K.
Schwab US TIPS ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #669 holding.
Raymond James Financial Services Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 28 quarters since.
635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.