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Santori & Peters Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Santori & Peters Inc’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
Q2 		– Sell
-7,092
Closed -$215K – 58
2022
Q1 		$215K Hold
7,092
– – 0.12% 54
2021
Q4 		$223K Buy
+7,092
New +$223K 0.12% 57
2021
Q2 		– Sell
-6,592
Closed -$201K – 60
2021
Q1 		$201K Sell
6,592
-1,000
-13% -$30.8K 0.12% 55
2020
Q4 		$234K Hold
7,592
– – 0.13% 74
2020
Q3 		$233K Buy
+7,592
New +$232K 0.15% 68

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Santori & Peters Inc's SCHP Position: Q2 2022 in Review

Santori & Peters Inc sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 7,092 shares — an estimated $215K sold.

Santori & Peters Inc first reported a position in SCHP in Q3 2020 and held it in 5 quarters. The position peaked at $234K in Q4 2020. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Santori & Peters Inc reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Santori & Peters Inc sold 7,092 Schwab US TIPS ETF shares in Q2 2022, an estimated $215K.
  • Santori & Peters Inc first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 5 quarters.
  • Santori & Peters Inc's Schwab US TIPS ETF position peaked at $234K in Q4 2020.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Santori & Peters Inc's 13F filing for Q2 2022, filed 13 Jul 2022.