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

Stonebridge 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
Q4 		– Sell
-66
Closed -$1.67K – 729
2023
Q3 		$1.67K Hold
66
– – ﹤0.01% 821
2023
Q2 		$1.73K Hold
66
– – ﹤0.01% 824
2023
Q1 		$1.77K Hold
66
– – ﹤0.01% 821
2022
Q4 		$1.71K Sell
66
-164
-71% -$4.29K ﹤0.01% 823
2022
Q3 		$6K Buy
230
+162
+238% +$4.5K ﹤0.01% 663
2022
Q2 		$2K Sell
68
-240
-78% -$6.96K ﹤0.01% 822
2022
Q1 		$9K Buy
308
+68
+28% +$2.08K ﹤0.01% 685
2021
Q4 		$8K Buy
240
+4
+2% +$126 ﹤0.01% 681
2021
Q3 		$7K Sell
236
-226
-49% -$7.13K ﹤0.01% 681
2021
Q2 		$14K Buy
462
+232
+101% +$7.19K ﹤0.01% 685
2021
Q1 		$7K Buy
+230
New +$7.09K ﹤0.01% 690

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Stonebridge Capital Advisors's SCHP Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 66 shares — an estimated $1.67K sold.

Stonebridge Capital Advisors first reported a position in SCHP in Q1 2021 and held it in 11 quarters. The position peaked at $14K in Q2 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 66 Schwab US TIPS ETF shares in Q4 2023, an estimated $1.67K.
  • Stonebridge Capital Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 11 quarters.
  • Stonebridge Capital Advisors's Schwab US TIPS ETF position peaked at $14K in Q2 2021.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.