Rockbridge Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-970	Closed	-$25.3K	–	517
2023 Q4	$25.3K	Buy	+970	New	+$24.7K	﹤0.01%	307
2022 Q3	–	Sell	-970	Closed	-$27.1K	–	496
2022 Q2	$27.1K	Sell	970 -13,234	-93%	-$384K	0.01%	274
2022 Q1	$427K	Hold	14,204	–	–	0.07%	106
2021 Q4	$447K	Buy	14,204 +8,406	+145%	+$265K	0.07%	114
2021 Q3	$181K	Buy	5,798 +4,766	+462%	+$150K	0.03%	166
2021 Q2	$32K	Sell	1,032 -738	-42%	-$22.9K	0.01%	379
2021 Q1	$54K	Buy	1,770 +200	+13%	+$6.16K	0.01%	281
2020 Q4	$49K	Hold	1,570	–	–	0.01%	284
2020 Q3	$48K	Buy	1,570 +600	+62%	+$18.4K	0.01%	276
2020 Q2	$29K	Buy	+970	New	+$28.7K	0.01%	294

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Rockbridge Investment Management's SCHP Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 970 shares — an estimated $25.3K sold.

Rockbridge Investment Management first reported a position in SCHP in Q2 2020 and held it in 10 quarters. The position peaked at $447K in Q4 2021. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Rockbridge Investment Management reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 970 Schwab US TIPS ETF shares in Q1 2024, an estimated $25.3K.
Rockbridge Investment Management first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Schwab US TIPS ETF position peaked at $447K in Q4 2021.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.