SQA
SCHP icon

Simon Quick Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Simon Quick Advisors’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
-1,590
Closed -$48K – 358
2022
Q1 		$48K Hold
1,590
– – 0.01% 216
2021
Q4 		$50K Hold
1,590
– – 0.01% 229
2021
Q3 		$49K Hold
1,590
– – 0.01% 251
2021
Q2 		$49K Hold
1,590
– – 0.01% 250
2021
Q1 		$48K Hold
1,590
– – 0.01% 263
2020
Q4 		$49K Buy
+1,590
New +$48.8K 0.01% 225

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

Simon Quick Advisors's SCHP Position: Q2 2022 in Review

Simon Quick Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 1,590 shares — an estimated $48K sold.

Simon Quick Advisors first reported a position in SCHP in Q4 2020 and held it in 6 quarters. The position peaked at $50K in Q4 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Simon Quick Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 1,590 Schwab US TIPS ETF shares in Q2 2022, an estimated $48K.
  • Simon Quick Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 6 quarters.
  • Simon Quick Advisors's Schwab US TIPS ETF position peaked at $50K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.