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Strategic Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Strategic Asset Management’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
Q3 		$205K Sell
7,912
-940
-11% -$26.1K 0.36% 47
2022
Q2 		$247K Sell
8,852
-70
-0.8% -$2.03K 0.4% 52
2022
Q1 		$271K Sell
8,922
-3,942
-31% -$121K 0.38% 48
2021
Q4 		$405K Buy
12,864
+9,106
+242% +$287K 0.56% 35
2021
Q3 		$117K Buy
+3,758
New +$119K 0.16% 84

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Strategic Asset Management's SCHP Position: Q3 2022 in Review

Strategic Asset Management reduced its Schwab US TIPS ETF (SCHP) stake by 11% in Q3 2022, selling an estimated $26.1K and leaving 7,912 shares worth $205K. The position accounts for 0.36% of the portfolio, ranked #47.

Strategic Asset Management first reported a position in SCHP in Q3 2021 and has held it in 5 quarters since. The position peaked at $405K in Q4 2021. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Strategic Asset Management held 7,912 shares of Schwab US TIPS ETF worth $205K as of Q3 2022.
  • Strategic Asset Management sold 940 Schwab US TIPS ETF shares in Q3 2022, an estimated $26.1K.
  • Schwab US TIPS ETF made up 0.36% of Strategic Asset Management's portfolio in Q3 2022, its #47 holding.
  • Strategic Asset Management first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Schwab US TIPS ETF position peaked at $405K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.