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RegentAtlantic Capital’s Schwab US TIPS ETF SCHP Stock Holding History

RegentAtlantic Capital’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
-23,124
Closed -$727K – 716
2021
Q4 		$727K Buy
23,124
+12,360
+115% +$389K 0.02% 371
2021
Q3 		$337K Buy
10,764
+2,554
+31% +$80.6K 0.01% 526
2021
Q2 		$257K Buy
+8,210
New +$255K 0.01% 565
2018
Q1 		– Sell
-15,068
Closed -$418K – 426
2017
Q4 		$418K Buy
15,068
+194
+1% +$5.37K 0.03% 303
2017
Q3 		$411K Buy
14,874
+4,474
+43% +$124K 0.04% 296
2017
Q2 		$286K Buy
10,400
+230
+2% +$6.38K 0.03% 336
2017
Q1 		$282K Buy
+10,170
New +$281K 0.03% 336

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

RegentAtlantic Capital's SCHP Position: Q1 2022 in Review

RegentAtlantic Capital sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 23,124 shares — an estimated $727K sold.

RegentAtlantic Capital first reported a position in SCHP in Q1 2017 and held it in 7 quarters. The position peaked at $727K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • RegentAtlantic Capital reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 23,124 Schwab US TIPS ETF shares in Q1 2022, an estimated $727K.
  • RegentAtlantic Capital first reported a position in Schwab US TIPS ETF in Q1 2017 and held it in 7 quarters.
  • RegentAtlantic Capital's Schwab US TIPS ETF position peaked at $727K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on RegentAtlantic Capital's 13F filing for Q1 2022, filed 2 May 2022.