XF
SCHP icon

XML Financial’s Schwab US TIPS ETF SCHP Stock Holding History

XML Financial’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
2022
Q3 		– Sell
-47,608
Closed -$1.33M – 325
2022
Q2 		$1.33M Buy
47,608
+1,382
+3% +$40.1K 0.3% 68
2022
Q1 		$1.4M Buy
46,226
+358
+0.8% +$11K 0.17% 128
2021
Q4 		$1.44M Buy
45,868
+748
+2% +$23.6K 0.17% 127
2021
Q3 		$1.41M Buy
45,120
+2,028
+5% +$64K 0.19% 121
2021
Q2 		$1.35M Buy
43,092
+2,202
+5% +$68.3K 0.3% 69
2021
Q1 		$1.25M Sell
40,890
-1,842
-4% -$56.7K 0.3% 71
2020
Q4 		$1.33M Buy
42,732
+1,406
+3% +$43.2K 0.34% 64
2020
Q3 		$1.27M Buy
+41,326
New +$1.27M 0.4% 60

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return