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Systelligence LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Systelligence LLC’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
Q2 		– Sell
-1,142,970
Closed -$34.7M – 42
2022
Q1 		$34.7M Buy
+1,142,970
New +$35.1M 7.49% 2
2021
Q1 		– Sell
-24,212
Closed -$752K – 55
2020
Q4 		$752K Sell
24,212
-16,584
-41% -$509K 0.16% 47
2020
Q3 		$1.26M Buy
+40,796
New +$1.25M 0.38% 47

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 $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Systelligence LLC's SCHP Position: Q2 2022 in Review

Systelligence LLC sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 1,142,970 shares — an estimated $34.7M sold.

Systelligence LLC first reported a position in SCHP in Q3 2020 and held it in 3 quarters. The position peaked at $34.7M in Q1 2022. 714 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Systelligence LLC reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Systelligence LLC sold 1,142,970 Schwab US TIPS ETF shares in Q2 2022, an estimated $34.7M.
  • Systelligence LLC first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 3 quarters.
  • Systelligence LLC's Schwab US TIPS ETF position peaked at $34.7M in Q1 2022.
  • 714 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Systelligence LLC's 13F filing for Q2 2022, filed 26 Jul 2022.