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Realta Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Realta Investment 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 		– Sell
-426
Closed -$11.1K – 698
2024
Q2 		$11.1K Buy
426
+2
+0.5% +$52 ﹤0.01% 668
2024
Q1 		$11.1K Buy
+424
New +$11K ﹤0.01% 690
2023
Q4 		– Sell
-434
Closed -$11.4K – 728
2023
Q3 		$11.4K Sell
434
-1,800
-81% -$46.4K ﹤0.01% 669
2023
Q2 		$58.6K Buy
+2,234
New +$59.2K 0.01% 550
2023
Q1 		– Sell
-2,556
Closed -$66.2K – 750
2022
Q4 		$66.2K Buy
2,556
+4
+0.2% +$105 0.02% 531
2022
Q3 		$66K Buy
+2,552
New +$70.9K 0.02% 506
2020
Q3 		– Sell
-23,076
Closed -$693K – 365
2020
Q2 		$693K Buy
23,076
+2,964
+15% +$87.8K 0.23% 112
2020
Q1 		$578K Buy
20,112
+1,290
+7% +$36.9K 0.25% 108
2019
Q4 		$530K Buy
18,822
+3,806
+25% +$108K 0.14% 177
2019
Q3 		$426K Buy
15,016
+1,060
+8% +$30K 0.12% 201
2019
Q2 		$394K Buy
13,956
+3,178
+29% +$88K 0.11% 210
2019
Q1 		$298K Buy
+10,778
New +$291K 0.14% 202

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Realta Investment Advisors's SCHP Position: Q3 2024 in Review

Realta Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 426 shares — an estimated $11.1K sold.

Realta Investment Advisors first reported a position in SCHP in Q1 2019 and held it in 12 quarters. The position peaked at $693K in Q2 2020. 636 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Realta Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 426 Schwab US TIPS ETF shares in Q3 2024, an estimated $11.1K.
  • Realta Investment Advisors first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 12 quarters.
  • Realta Investment Advisors's Schwab US TIPS ETF position peaked at $693K in Q2 2020.
  • 636 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.