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Whitegate Investment Counselors’s Schwab US TIPS ETF SCHP Stock Holding History

Whitegate Investment Counselors’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 		– Sell
-17,798
Closed -$557K – 180
2021
Q3 		$557K Buy
17,798
+1,574
+10% +$49.7K 0.08% 151
2021
Q2 		$507K Sell
16,224
-128
-0.8% -$3.97K 0.07% 161
2021
Q1 		$500K Buy
16,352
+516
+3% +$15.9K 0.08% 153
2020
Q4 		$492K Buy
15,836
+418
+3% +$12.8K 0.08% 148
2020
Q3 		$475K Buy
15,418
+1,190
+8% +$36.4K 0.09% 145
2020
Q2 		$427K Buy
14,228
+730
+5% +$21.6K 0.09% 145
2020
Q1 		$388K Buy
13,498
+1,516
+13% +$43.4K 0.09% 142
2019
Q4 		$339K Buy
11,982
+1,774
+17% +$50.3K 0.06% 159
2019
Q3 		$290K Buy
10,208
+1,300
+15% +$36.8K 0.06% 163
2019
Q2 		$251K Buy
8,908
+304
+4% +$8.42K 0.05% 174
2019
Q1 		$237K Buy
8,604
+318
+4% +$8.58K 0.05% 175
2018
Q4 		$221K Sell
8,286
-3,806
-31% -$101K 0.05% 176
2018
Q3 		$326K Sell
12,092
-4,524
-27% -$123K 0.07% 155
2018
Q2 		$456K Buy
16,616
+2,580
+18% +$70.4K 0.09% 134
2018
Q1 		$385K Buy
14,036
+2,896
+26% +$79.2K 0.08% 141
2017
Q4 		$309K Buy
11,140
+3,574
+47% +$98.8K 0.06% 152
2017
Q3 		$209K Buy
+7,566
New +$209K 0.05% 174

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

Whitegate Investment Counselors's SCHP Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 17,798 shares — an estimated $557K sold.

Whitegate Investment Counselors first reported a position in SCHP in Q3 2017 and held it in 17 quarters. The position peaked at $557K in Q3 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 17,798 Schwab US TIPS ETF shares in Q4 2021, an estimated $557K.
  • Whitegate Investment Counselors first reported a position in Schwab US TIPS ETF in Q3 2017 and held it in 17 quarters.
  • Whitegate Investment Counselors's Schwab US TIPS ETF position peaked at $557K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.