RG
SCHP icon

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

Retirement 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
2024
Q1 		$1.19M Sell
45,544
-17,208
-27% -$446K 0.43% 33
2023
Q4 		$1.64M Sell
62,752
-3,238
-5% -$82.4K 0.66% 25
2023
Q3 		$1.67M Sell
65,990
-1,752
-3% -$45.2K 0.69% 25
2023
Q2 		$1.78M Sell
67,742
-10,738
-14% -$285K 0.74% 26
2023
Q1 		$2.1M Buy
78,480
+7,616
+11% +$200K 0.96% 21
2022
Q4 		$1.83M Buy
70,864
+11,856
+20% +$310K 0.89% 22
2022
Q3 		$1.53M Sell
59,008
-258
-0.4% -$7.17K 1.22% 17
2022
Q2 		$1.65M Buy
59,266
+26,766
+82% +$777K 0.69% 22
2022
Q1 		$987K Buy
32,500
+2,568
+9% +$78.8K 0.38% 40
2021
Q4 		$941K Buy
29,932
+224
+0.8% +$7.05K 0.41% 42
2021
Q3 		$930K Buy
29,708
+138
+0.5% +$4.36K 0.43% 46
2021
Q2 		$924K Buy
29,570
+5,618
+23% +$174K 0.44% 42
2021
Q1 		$732K Buy
23,952
+3,576
+18% +$110K 0.33% 51
2020
Q4 		$682K Sell
20,376
-1,892
-8% -$58.1K 0.31% 49
2020
Q3 		$686K Sell
22,268
-2,466
-10% -$75.5K 0.38% 51
2020
Q2 		$742K Buy
+24,734
New +$733K 0.46% 46
2019
Q4 		$653K Buy
+23,054
New +$653K 0.42% 49

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Retirement Group's SCHP Position: Q1 2024 in Review

Retirement Group reduced its Schwab US TIPS ETF (SCHP) stake by 27% in Q1 2024, selling an estimated $446K and leaving 45,544 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #33.

Retirement Group first reported a position in SCHP in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.1M in Q1 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Retirement Group held 45,544 shares of Schwab US TIPS ETF worth $1.19M as of Q1 2024.
  • Retirement Group sold 17,208 Schwab US TIPS ETF shares in Q1 2024, an estimated $446K.
  • Schwab US TIPS ETF made up 0.43% of Retirement Group's portfolio in Q1 2024, its #33 holding.
  • Retirement Group first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Schwab US TIPS ETF position peaked at $2.1M in Q1 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.