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Steel Grove Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Steel Grove Capital 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
2023
Q2 		– Sell
-9,332
Closed -$250K – 203
2023
Q1 		$250K Hold
9,332
– – 0.03% 157
2022
Q4 		$242K Hold
9,332
– – 0.03% 154
2022
Q3 		$242K Hold
9,332
– – 0.04% 128
2022
Q2 		$260K Hold
9,332
– – 0.05% 122
2022
Q1 		$283K Hold
9,332
– – 0.04% 128
2021
Q4 		$293K Hold
9,332
– – 0.06% 119
2021
Q3 		$292K Hold
9,332
– – 0.07% 118
2021
Q2 		$292K Hold
9,332
– – 0.08% 112
2021
Q1 		$285K Hold
9,332
– – 0.09% 110
2020
Q4 		$290K Hold
9,332
– – 0.09% 108
2020
Q3 		$288K Hold
9,332
– – 0.12% 96
2020
Q2 		$280K Sell
9,332
-266
-3% -$7.88K 0.13% 98
2020
Q1 		$276K Hold
9,598
– – 0.18% 85
2019
Q4 		$272K Hold
9,598
– – 0.15% 102
2019
Q3 		$272K Hold
9,598
– – 0.16% 101
2019
Q2 		$270K Buy
9,598
+266
+3% +$7.36K 0.17% 97
2019
Q1 		$257K Hold
9,332
– – 0.17% 103
2018
Q4 		$248K Hold
9,332
– – 0.04% 275
2018
Q3 		$252K Hold
9,332
– – 0.04% 274
2018
Q2 		$256K Sell
9,332
-548
-6% -$15K 0.04% 266
2018
Q1 		$271K Hold
9,880
– – 0.04% 258
2017
Q4 		$275K Hold
9,880
– – 0.04% 247
2017
Q3 		$273K Hold
9,880
– – 0.05% 234
2017
Q2 		$272K Hold
9,880
– – 0.05% 233
2017
Q1 		$274K Hold
9,880
– – 0.05% 235
2016
Q4 		$273K Buy
9,880
+34
+0.3% +$948 0.05% 206
2016
Q3 		$281K Buy
9,846
+62
+0.6% +$1.76K 0.06% 152
2016
Q2 		$276K Buy
9,784
+452
+5% +$12.6K 0.07% 142
2016
Q1 		$259K Buy
9,332
+184
+2% +$4.97K 0.07% 144
2015
Q4 		$244K Sell
9,148
-134
-1% -$3.59K 0.06% 170
2015
Q3 		$249K Sell
9,282
-192
-2% -$5.18K 0.06% 155
2015
Q2 		$257K Buy
+9,474
New +$259K 0.06% 146

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Steel Grove Capital Advisors's SCHP Position: Q2 2023 in Review

Steel Grove Capital Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 9,332 shares — an estimated $250K sold.

Steel Grove Capital Advisors first reported a position in SCHP in Q2 2015 and held it in 32 quarters. The position peaked at $293K in Q4 2021. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Steel Grove Capital Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 9,332 Schwab US TIPS ETF shares in Q2 2023, an estimated $250K.
  • Steel Grove Capital Advisors first reported a position in Schwab US TIPS ETF in Q2 2015 and held it in 32 quarters.
  • Steel Grove Capital Advisors's Schwab US TIPS ETF position peaked at $293K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.