RWM
SCHP icon

Ritholtz Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Ritholtz Wealth Management’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
2021
Q4 		– Sell
-7,350
Closed -$230K – 583
2021
Q3 		$230K Sell
7,350
-12,222
-62% -$386K 0.02% 433
2021
Q2 		$612K Buy
+19,572
New +$607K 0.04% 216
2021
Q1 		– Sell
-8,250
Closed -$256K – 492
2020
Q4 		$256K Buy
+8,250
New +$253K 0.02% 289

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Ritholtz Wealth Management's SCHP Position: Q4 2021 in Review

Ritholtz Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 7,350 shares — an estimated $230K sold.

Ritholtz Wealth Management first reported a position in SCHP in Q4 2020 and held it in 3 quarters. The position peaked at $612K in Q2 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Ritholtz Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,350 Schwab US TIPS ETF shares in Q4 2021, an estimated $230K.
  • Ritholtz Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 3 quarters.
  • Ritholtz Wealth Management's Schwab US TIPS ETF position peaked at $612K in Q2 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Ritholtz Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.