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River Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

River Wealth 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
2021
Q4 		– Sell
-6,582
Closed -$206K – 227
2021
Q3 		$206K Buy
+6,582
New +$208K 0.04% 214
2019
Q1 		– Sell
-466
Closed -$12K – 417
2018
Q4 		$12K Buy
+466
New +$12.4K 0.01% 404

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

River Wealth Advisors's SCHP Position: Q4 2021 in Review

River Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 6,582 shares — an estimated $206K sold.

River Wealth Advisors first reported a position in SCHP in Q4 2018 and held it in 2 quarters. The position peaked at $206K in Q3 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • River Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • River Wealth Advisors sold 6,582 Schwab US TIPS ETF shares in Q4 2021, an estimated $206K.
  • River Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 2 quarters.
  • River Wealth Advisors's Schwab US TIPS ETF position peaked at $206K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on River Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.