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SFS
Security Financial Services’s
Schwab US TIPS ETF
SCHP
Stock Holding History
Security Financial Services’s Portfolio
SCHP Stock Details
SCHP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-39,910
Closed
-$1.04M
–
174
2024
Q2
$1.04M
Sell
39,910
-1,892
-5%
-$48.9K
0.23%
67
2024
Q1
$1.09M
Buy
41,802
+1,286
+3%
+$33.4K
0.25%
67
2023
Q4
$1.06M
Buy
40,516
+606
+2%
+$15.4K
0.26%
64
2023
Q3
$1.01M
Buy
+39,910
New
+$1.03M
0.28%
64
2023
Q1
–
Sell
-10,358
Closed
-$268K
–
141
2022
Q4
$268K
Sell
10,358
-49,768
-83%
-$1.3M
0.08%
123
2022
Q3
$1.56M
Sell
60,126
-35,370
-37%
-$983K
0.53%
42
2022
Q2
$2.66M
Buy
95,496
+41,708
+78%
+$1.21M
0.85%
33
2022
Q1
$1.63M
Sell
53,788
-58,400
-52%
-$1.79M
0.52%
41
2021
Q4
$3.53M
Buy
+112,188
New
+$3.53M
1.18%
23
Other funds holding SCHP
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
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
LNC
Lincoln National Corp
Radnor, Pennsylvania
$3.45B AUM
12.55%
1-Year Est. Return
Cerity Partners
New York
$70.8B AUM
21.68%
1-Year Est. Return
JRP
Jasper Ridge Partners
Menlo Park, California
$4.49B AUM
18.72%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
CTC
Central Trust Company
Jefferson City, Missouri
$5.08B AUM
25.65%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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