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Strategic Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Strategic Financial Services’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
2024
Q2 		– Sell
-9,336
Closed -$243K – 135
2024
Q1 		$243K Sell
9,336
-1,600
-15% -$41.5K 0.02% 116
2023
Q4 		$285K Sell
10,936
-760,342
-99% -$19.3M 0.02% 107
2023
Q3 		$19.5M Sell
771,278
-16,638
-2% -$429K 1.52% 14
2023
Q2 		$20.4M Buy
787,916
+9,876
+1% +$262K 1.52% 14
2023
Q1 		$20.9M Buy
778,040
+1,830
+0.2% +$48.2K 1.61% 14
2022
Q4 		$20.1M Buy
+776,210
New +$20.3M 1.61% 12
2020
Q1 		– Sell
-12,146
Closed -$344K – 136
2019
Q4 		$344K Sell
12,146
-442
-4% -$12.5K 0.04% 116
2019
Q3 		$357K Buy
12,588
+156
+1% +$4.42K 0.05% 119
2019
Q2 		$350K Buy
12,432
+338
+3% +$9.36K 0.05% 115
2019
Q1 		$333K Buy
12,094
+490
+4% +$13.2K 0.05% 113
2018
Q4 		$309K Sell
11,604
-162
-1% -$4.31K 0.05% 116
2018
Q3 		$317K Buy
11,766
+272
+2% +$7.41K 0.05% 107
2018
Q2 		$316K Buy
+11,494
New +$314K 0.05% 109
2018
Q1 		– Sell
-11,736
Closed -$325K – 116
2017
Q4 		$325K Sell
11,736
-1,286
-10% -$35.6K 0.05% 108
2017
Q3 		$360K Buy
13,022
+70
+0.5% +$1.94K 0.06% 106
2017
Q2 		$357K Buy
12,952
+782
+6% +$21.7K 0.06% 104
2017
Q1 		$337K Buy
12,170
+1,578
+15% +$43.6K 0.06% 104
2016
Q4 		$290K Buy
+10,592
New +$295K 0.06% 106

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 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

Strategic Financial Services's SCHP Position: Q2 2024 in Review

Strategic Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 9,336 shares — an estimated $243K sold.

Strategic Financial Services first reported a position in SCHP in Q4 2016 and held it in 18 quarters. The position peaked at $20.9M in Q1 2023. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Strategic Financial Services reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Strategic Financial Services sold 9,336 Schwab US TIPS ETF shares in Q2 2024, an estimated $243K.
  • Strategic Financial Services first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 18 quarters.
  • Strategic Financial Services's Schwab US TIPS ETF position peaked at $20.9M in Q1 2023.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Strategic Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.