Vontobel Holding
SCHP icon

Vontobel Holding’s Schwab US TIPS ETF SCHP Stock Holding History

Vontobel Holding’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
2024
Q4 		– Sell
-10,220
Closed -$274K – 1161
2024
Q3 		$274K Hold
10,220
– – ﹤0.01% 938
2024
Q2 		$266K Buy
+10,220
New +$264K ﹤0.01% 923

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Koshinski Asset Management
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MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vontobel Holding's SCHP Position: Q4 2024 in Review

Vontobel Holding sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 10,220 shares — an estimated $274K sold.

Vontobel Holding first reported a position in SCHP in Q2 2024 and held it in 2 quarters. The position peaked at $274K in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Vontobel Holding reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Vontobel Holding sold 10,220 Schwab US TIPS ETF shares in Q4 2024, an estimated $274K.
  • Vontobel Holding first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 2 quarters.
  • Vontobel Holding's Schwab US TIPS ETF position peaked at $274K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.