Rice Partnership’s Schwab US TIPS ETF SCHP Stock Holding History

Rice Partnership’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 Q2	–	Sell	-58	Closed	-$1.51K	–	166
2024 Q1	$1.51K	Buy	+58	New	+$1.5K	﹤0.01%	157
2022 Q4	–	Sell	-1,682	Closed	-$44K	–	122
2022 Q3	$44K	Sell	1,682 -822	-33%	-$22.9K	0.01%	106
2022 Q2	$70K	Hold	2,504	–	–	0.02%	96
2022 Q1	$76K	Hold	2,504	–	–	0.02%	108
2021 Q4	$79K	Hold	2,504	–	–	0.02%	109
2021 Q3	$78K	Hold	2,504	–	–	0.02%	103
2021 Q2	$78K	Buy	+2,504	New	+$77.6K	0.02%	101

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rice Partnership's SCHP Position: Q2 2024 in Review

Rice Partnership sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 58 shares — an estimated $1.51K sold.

Rice Partnership first reported a position in SCHP in Q2 2021 and held it in 7 quarters. The position peaked at $79K in Q4 2021. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

Rice Partnership reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Rice Partnership sold 58 Schwab US TIPS ETF shares in Q2 2024, an estimated $1.51K.
Rice Partnership first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 7 quarters.
Rice Partnership's Schwab US TIPS ETF position peaked at $79K in Q4 2021.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Rice Partnership's 13F filing for Q2 2024, filed 1 Aug 2024.