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Zuckerman Investment Group’s Schwab US TIPS ETF SCHP Stock Holding History

Zuckerman Investment Group’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
Q1 		– Sell
-24,000
Closed -$755K – 120
2021
Q4 		$755K Buy
+24,000
New +$756K 0.12% 66

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QCM
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Zuckerman Investment Group's SCHP Position: Q1 2022 in Review

Zuckerman Investment Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 24,000 shares — an estimated $755K sold.

Zuckerman Investment Group first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $755K in Q4 2021. 750 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Zuckerman Investment Group reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Zuckerman Investment Group sold 24,000 Schwab US TIPS ETF shares in Q1 2022, an estimated $755K.
  • Zuckerman Investment Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • Zuckerman Investment Group's Schwab US TIPS ETF position peaked at $755K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Zuckerman Investment Group's 13F filing for Q1 2022, filed 16 May 2022.