SVB Investment Services’s Schwab US TIPS ETF SCHP Stock Holding History

SVB Investment 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
2022 Q1	$14M	Buy	460,060 +13,900	+3%	+$426K	8.66%	3
2021 Q4	$14.5M	Sell	446,160 -16,826	-4%	-$530K	9.63%	3
2021 Q3	$14.5M	Buy	462,986 +51,490	+13%	+$1.62M	9.66%	3
2021 Q2	$12.9M	Buy	411,496 +38,818	+10%	+$1.2M	8.58%	3
2021 Q1	$11.4M	Sell	372,678 -1,330	-0.4%	-$41K	9.08%	3
2020 Q4	$11.6M	Sell	374,008 -37,742	-9%	-$1.16M	9.01%	3
2020 Q3	$12.7M	Sell	411,750 -18,008	-4%	-$551K	10.75%	3
2020 Q2	$13M	Buy	429,758 +63,572	+17%	+$1.88M	11.9%	3
2020 Q1	$10.5M	Buy	366,186 +69,350	+23%	+$1.99M	9.13%	3
2019 Q4	$8.4M	Buy	+296,836	New	+$8.41M	7.97%	3

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Investment Services's SCHP Position: Q1 2022 in Review

SVB Investment Services increased its Schwab US TIPS ETF (SCHP) stake by 3.1% in Q1 2022, buying an estimated $426K and bringing the position to 460,060 shares worth $14M. The position accounts for 8.66% of the portfolio, ranked #3.

SVB Investment Services first reported a position in SCHP in Q4 2019 and has held it in 10 quarters since. The position peaked at $14.5M in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

SVB Investment Services held 460,060 shares of Schwab US TIPS ETF worth $14M as of Q1 2022.
SVB Investment Services bought 13,900 Schwab US TIPS ETF shares in Q1 2022, an estimated $426K.
Schwab US TIPS ETF made up 8.66% of SVB Investment Services's portfolio in Q1 2022, its #3 holding.
SVB Investment Services first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Schwab US TIPS ETF position peaked at $14.5M in Q4 2021.
752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.