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Vivid Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Vivid Financial 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
2021
Q4 		$4.42M Buy
140,542
+62,236
+79% +$1.96M 1.65% 15
2021
Q3 		$2.45M Buy
+78,306
New +$2.47M 1% 24

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vivid Financial Management's SCHP Position: Q4 2021 in Review

Vivid Financial Management increased its Schwab US TIPS ETF (SCHP) stake by 79% in Q4 2021, buying an estimated $1.96M and bringing the position to 140,542 shares worth $4.42M. The position accounts for 1.65% of the portfolio, ranked #15.

Vivid Financial Management first reported a position in SCHP in Q3 2021 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Vivid Financial Management held 140,542 shares of Schwab US TIPS ETF worth $4.42M as of Q4 2021.
  • Vivid Financial Management bought 62,236 Schwab US TIPS ETF shares in Q4 2021, an estimated $1.96M.
  • Schwab US TIPS ETF made up 1.65% of Vivid Financial Management's portfolio in Q4 2021, its #15 holding.
  • Vivid Financial Management first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.