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StoneX Group’s Schwab US TIPS ETF SCHP Stock Holding History

StoneX 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
2023
Q4 		– Sell
-16,770
Closed -$423K – 434
2023
Q3 		$423K Sell
16,770
-812
-5% -$20.9K 0.23% 116
2023
Q2 		$461K Buy
17,582
+1,264
+8% +$33.5K 0.26% 106
2023
Q1 		$437K Sell
16,318
-94,816
-85% -$2.5M 0.26% 110
2022
Q4 		$2.88M Buy
111,134
+3,902
+4% +$102K 0.42% 36
2022
Q3 		$2.78M Buy
107,232
+130
+0.1% +$3.61K 0.52% 36
2022
Q2 		$2.99M Buy
107,102
+7,948
+8% +$231K 0.49% 40
2022
Q1 		$3.01M Buy
+99,154
New +$3.04M 0.28% 68

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

StoneX Group's SCHP Position: Q4 2023 in Review

StoneX Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 16,770 shares — an estimated $423K sold.

StoneX Group first reported a position in SCHP in Q1 2022 and held it in 7 quarters. The position peaked at $3.01M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • StoneX Group reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • StoneX Group sold 16,770 Schwab US TIPS ETF shares in Q4 2023, an estimated $423K.
  • StoneX Group first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 7 quarters.
  • StoneX Group's Schwab US TIPS ETF position peaked at $3.01M in Q1 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on StoneX Group's 13F filing for Q4 2023, filed 12 Feb 2024.