VCM
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Vigilant Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Vigilant Capital Management’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
Q2 		$52K Hold
1,972
– – ﹤0.01% 272
2023
Q1 		$53K Hold
1,972
– – ﹤0.01% 267
2022
Q4 		$51K Hold
1,972
– – ﹤0.01% 266
2022
Q3 		$51K Hold
1,972
– – ﹤0.01% 286
2022
Q2 		$55K Sell
1,972
-2,426
-55% -$70.4K ﹤0.01% 262
2022
Q1 		$134K Hold
4,398
– – 0.01% 210
2021
Q4 		$138K Sell
4,398
-200
-4% -$6.3K 0.01% 230
2021
Q3 		$144K Buy
4,598
+222
+5% +$7K 0.01% 175
2021
Q2 		$137K Buy
4,376
+3,466
+381% +$107K 0.01% 178
2021
Q1 		$28K Sell
910
-740
-45% -$22.8K ﹤0.01% 276
2020
Q4 		$51K Sell
1,650
-3,618
-69% -$111K ﹤0.01% 222
2020
Q3 		$162K Buy
5,268
+1,300
+33% +$39.8K 0.02% 147
2020
Q2 		$119K Buy
3,968
+178
+5% +$5.27K 0.01% 161
2020
Q1 		$109K Sell
3,790
-6,292
-62% -$180K 0.02% 145
2019
Q4 		$285K Buy
10,082
+1,064
+12% +$30.2K 0.03% 106
2019
Q3 		$256K Buy
9,018
+340
+4% +$9.64K 0.03% 106
2019
Q2 		$244K Sell
8,678
-330
-4% -$9.14K 0.03% 106
2019
Q1 		$248K Buy
9,008
+100
+1% +$2.7K 0.03% 107
2018
Q4 		$237K Buy
8,908
+698
+9% +$18.6K 0.04% 108
2018
Q3 		$222K Buy
8,210
+2
+0% +$54 0.03% 125
2018
Q2 		$225K Sell
8,208
-3,850
-32% -$105K 0.03% 112
2018
Q1 		$331K Sell
12,058
-275,954
-96% -$7.55M 0.05% 97
2017
Q4 		$7.98M Buy
288,012
+29,378
+11% +$813K 1.05% 44
2017
Q3 		$7.15M Buy
258,634
+14,964
+6% +$414K 1.06% 45
2017
Q2 		$6.71M Buy
243,670
+38,076
+19% +$1.06M 1.09% 48
2017
Q1 		$5.71M Buy
205,594
+2,740
+1% +$75.7K 0.99% 46
2016
Q4 		$5.56M Buy
202,854
+1,356
+0.7% +$37.8K 0.98% 49
2016
Q3 		$5.75M Buy
+201,498
New +$5.71M 1.02% 48

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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Vigilant Capital Management's SCHP Position: Q2 2023 in Review

Vigilant Capital Management held its Schwab US TIPS ETF (SCHP) position steady in Q2 2023 at 1,972 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Vigilant Capital Management first reported a position in SCHP in Q3 2016 and has held it in 28 quarters since. The position peaked at $7.98M in Q4 2017. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Vigilant Capital Management held 1,972 shares of Schwab US TIPS ETF worth $52K as of Q2 2023.
  • Vigilant Capital Management left its Schwab US TIPS ETF share count unchanged in Q2 2023.
  • Schwab US TIPS ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #272 holding.
  • Vigilant Capital Management first reported a position in Schwab US TIPS ETF in Q3 2016 and has held it in 28 quarters since.
  • Vigilant Capital Management's Schwab US TIPS ETF position peaked at $7.98M in Q4 2017.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.