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SageGuard Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

SageGuard Financial Group’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
Q3 		$297K Sell
9,492
-4,780
-33% -$151K 4.66% 13
2021
Q2 		$446K Buy
14,272
+636
+5% +$19.7K 0.2% 85
2021
Q1 		$416K Buy
+13,636
New +$420K 0.19% 86

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageGuard Financial Group's SCHP Position: Q3 2021 in Review

SageGuard Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 33% in Q3 2021, selling an estimated $151K and leaving 9,492 shares worth $297K. The position accounts for 4.66% of the portfolio, ranked #13.

SageGuard Financial Group first reported a position in SCHP in Q1 2021 and has held it in 3 quarters since. The position peaked at $446K in Q2 2021. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • SageGuard Financial Group held 9,492 shares of Schwab US TIPS ETF worth $297K as of Q3 2021.
  • SageGuard Financial Group sold 4,780 Schwab US TIPS ETF shares in Q3 2021, an estimated $151K.
  • Schwab US TIPS ETF made up 4.66% of SageGuard Financial Group's portfolio in Q3 2021, its #13 holding.
  • SageGuard Financial Group first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 3 quarters since.
  • SageGuard Financial Group's Schwab US TIPS ETF position peaked at $446K in Q2 2021.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.