SMG
SCHP icon

Smart Money Group’s Schwab US TIPS ETF SCHP Stock Holding History

Smart Money 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
2022
Q2 		– Sell
-123,686
Closed -$3.75M – 57
2022
Q1 		$3.75M Buy
123,686
+79,806
+182% +$2.45M 2.52% 11
2021
Q4 		$1.38M Buy
+43,880
New +$1.38M 0.88% 30

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

Smart Money Group's SCHP Position: Q2 2022 in Review

Smart Money Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 123,686 shares — an estimated $3.75M sold.

Smart Money Group first reported a position in SCHP in Q4 2021 and held it in 2 quarters. The position peaked at $3.75M in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Smart Money Group reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Smart Money Group sold 123,686 Schwab US TIPS ETF shares in Q2 2022, an estimated $3.75M.
  • Smart Money Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Smart Money Group's Schwab US TIPS ETF position peaked at $3.75M in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Smart Money Group's 13F filing for Q2 2022, filed 14 Jul 2022.