P-Solve Investments

Latest statistics and disclosures from Schroders Is's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VCSH, VEA, VT, and represent 100.00% of Schroders Is's stock portfolio.
  • Added to shares of these 2 stocks: VCSH (+$31M), VT (+$9.3M).
  • Reduced shares in these 2 stocks: VEA (-$37M), VWO (-$5.3M).
  • Sold out of its position in VWO.
  • Schroders Is was a net seller of stock by $-1.4M.
  • Schroders Is has $185M in assets under management (AUM), dropping by 3.74%.
  • Central Index Key (CIK): 0001706247

Tip: Access up to 7 years of quarterly data

Positions held by P-Solve Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Schroders Is

Schroders Is holds 3 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 88.3 $163M +23% 2.2M 75.19
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.2 $12M -76% 275k 41.97
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 5.4 $10M +1251% 116k 86.19
 View chart

Past Filings by Schroders Is

SEC 13F filings are viewable for Schroders Is going back to 2017

View all past filings