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Zimmermann Investment Management & Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-24,074
Closed -$624K – 97
2022
Q3 		$624K Sell
24,074
-148,118
-86% -$4.12M 0.39% 46
2022
Q2 		$4.8M Sell
172,192
-9,216
-5% -$267K 3.29% 9
2022
Q1 		$5.51M Buy
181,408
+8,314
+5% +$255K 3.27% 9
2021
Q4 		$5.44M Buy
+173,094
New +$5.45M 3.05% 9

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Zimmermann Investment Management & Planning's SCHP Position: Q4 2022 in Review

Zimmermann Investment Management & Planning sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 24,074 shares — an estimated $624K sold.

Zimmermann Investment Management & Planning first reported a position in SCHP in Q4 2021 and held it in 4 quarters. The position peaked at $5.51M in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Zimmermann Investment Management & Planning reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 24,074 Schwab US TIPS ETF shares in Q4 2022, an estimated $624K.
  • Zimmermann Investment Management & Planning first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Schwab US TIPS ETF position peaked at $5.51M in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2022, filed 20 Jan 2023.