STALEY CAPITAL ADVISERS’s Schwab US TIPS ETF SCHP Stock Holding History

STALEY CAPITAL ADVISERS’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 Q1	–	Sell	-62,000	Closed	-$1.95M	–	189
2021 Q4	$1.95M	Hold	62,000	–	–	0.09%	81
2021 Q3	$1.94M	Hold	62,000	–	–	0.1%	79
2021 Q2	$1.94M	Hold	62,000	–	–	0.1%	74
2021 Q1	$1.9M	Hold	62,000	–	–	0.11%	80
2020 Q4	$1.92M	Hold	62,000	–	–	0.12%	70
2020 Q3	$1.91M	Hold	62,000	–	–	0.13%	71
2020 Q2	$1.86M	Buy	+62,000	New	+$1.84M	0.14%	69

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

STALEY CAPITAL ADVISERS's SCHP Position: Q1 2022 in Review

STALEY CAPITAL ADVISERS sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 62,000 shares — an estimated $1.95M sold.

STALEY CAPITAL ADVISERS first reported a position in SCHP in Q2 2020 and held it in 7 quarters. The position peaked at $1.95M in Q4 2021. 750 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

STALEY CAPITAL ADVISERS reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 62,000 Schwab US TIPS ETF shares in Q1 2022, an estimated $1.95M.
STALEY CAPITAL ADVISERS first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 7 quarters.
STALEY CAPITAL ADVISERS's Schwab US TIPS ETF position peaked at $1.95M in Q4 2021.
750 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2022, filed 12 May 2022.