Vestor Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Vestor Capital’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
2023 Q4	–	Sell	-2,454	Closed	-$62K	–	259
2023 Q3	$62K	Buy	+2,454	New	+$63.3K	0.01%	202

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vestor Capital's SCHP Position: Q4 2023 in Review

Vestor Capital sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 2,454 shares — an estimated $62K sold.

Vestor Capital first reported a position in SCHP in Q3 2023 and held it in 1 quarter. The position peaked at $62K in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Vestor Capital reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Vestor Capital sold 2,454 Schwab US TIPS ETF shares in Q4 2023, an estimated $62K.
Vestor Capital first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 1 quarter.
Vestor Capital's Schwab US TIPS ETF position peaked at $62K in Q3 2023.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Vestor Capital's 13F filing for Q4 2023, filed 7 Feb 2024.