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Roof Eidam Maycock Peralta (REMP)’s Schwab US TIPS ETF SCHP Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
2022
Q4 		– Sell
-12,200
Closed -$316K – 125
2022
Q3 		$316K Buy
+12,200
New +$339K 0.12% 87
2022
Q2 		– Sell
-6,658
Closed -$202K – 105
2022
Q1 		$202K Hold
6,658
– – 0.07% 104
2021
Q4 		$209K Buy
+6,658
New +$210K 0.07% 106
2017
Q1 		– Sell
-397,530
Closed -$10.9M – 85
2016
Q4 		$10.9M Buy
397,530
+181,740
+84% +$5.07M 5.69% 6
2016
Q3 		$6.16M Sell
215,790
-16,260
-7% -$461K 2.88% 11
2016
Q2 		$6.55M Buy
+232,050
New +$6.45M 3.44% 10
2015
Q4 		– Sell
-12,600
Closed -$338K – 94
2015
Q3 		$338K Sell
12,600
-3,800
-23% -$103K 0.32% 67
2015
Q2 		$445K Sell
16,400
-9,000
-35% -$246K 0.37% 61
2015
Q1 		$697K Hold
25,400
– – 0.56% 48
2014
Q4 		$689K Buy
+25,400
New +$693K 0.58% 50

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s SCHP Position: Q4 2022 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 12,200 shares — an estimated $316K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in SCHP in Q4 2014 and held it in 10 quarters. The position peaked at $10.9M in Q4 2016. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 12,200 Schwab US TIPS ETF shares in Q4 2022, an estimated $316K.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Schwab US TIPS ETF in Q4 2014 and held it in 10 quarters.
  • Roof Eidam Maycock Peralta (REMP)'s Schwab US TIPS ETF position peaked at $10.9M in Q4 2016.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2022, filed 14 Feb 2023.