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Surevest’s Schwab US TIPS ETF SCHP Stock Holding History

Surevest’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 		$1.47M Buy
56,552
+696
+1% +$19.3K 0.4% 79
2022
Q2 		$1.56M Buy
55,856
+714
+1% +$20.7K 0.41% 81
2022
Q1 		$1.67M Buy
55,142
+52,800
+2,254% +$1.62M 0.4% 82
2021
Q4 		$74K Buy
+2,342
New +$73.7K 0.02% 163

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

Surevest's SCHP Position: Q3 2022 in Review

Surevest increased its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q3 2022, buying an estimated $19.3K and bringing the position to 56,552 shares worth $1.47M. The position accounts for 0.4% of the portfolio, ranked #79.

Surevest first reported a position in SCHP in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.67M in Q1 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Surevest held 56,552 shares of Schwab US TIPS ETF worth $1.47M as of Q3 2022.
  • Surevest bought 696 Schwab US TIPS ETF shares in Q3 2022, an estimated $19.3K.
  • Schwab US TIPS ETF made up 0.4% of Surevest's portfolio in Q3 2022, its #79 holding.
  • Surevest first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Schwab US TIPS ETF position peaked at $1.67M in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.