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3D Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

3D Asset Management’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
2020
Q1 		– Sell
-11,710
Closed -$332K – 67
2019
Q4 		$332K Buy
11,710
+108
+0.9% +$3.06K 0.08% 52
2019
Q3 		$329K Buy
11,602
+82
+0.7% +$2.32K 0.08% 51
2019
Q2 		$324K Buy
11,520
+44
+0.4% +$1.22K 0.08% 52
2019
Q1 		$316K Sell
11,476
-1,110
-9% -$30K 0.07% 52
2018
Q4 		$335K Buy
12,586
+98
+0.8% +$2.61K 0.09% 46
2018
Q3 		$337K Sell
12,488
-54
-0.4% -$1.47K 0.08% 51
2018
Q2 		$344K Buy
12,542
+278
+2% +$7.59K 0.08% 49
2018
Q1 		$337K Sell
12,264
-1,746
-12% -$47.7K 0.08% 45
2017
Q4 		$388K Buy
14,010
+14
+0.1% +$387 0.09% 41
2017
Q3 		$387K Sell
13,996
-660
-5% -$18.3K 0.09% 41
2017
Q2 		$391K Buy
14,656
+76
+0.5% +$2.11K 0.1% 44
2017
Q1 		$405K Sell
14,580
-60
-0.4% -$1.66K 0.1% 43
2016
Q4 		$401K Sell
14,640
-52
-0.4% -$1.45K 0.11% 42
2016
Q3 		$419K Sell
14,692
-3,222
-18% -$91.3K 0.11% 45
2016
Q2 		$506K Sell
17,914
-3,928
-18% -$109K 0.14% 40
2016
Q1 		$606K Buy
21,842
+58
+0.3% +$1.57K 0.17% 38
2015
Q4 		$579K Sell
21,784
-2,432
-10% -$65.2K 0.17% 34
2015
Q3 		$650K Sell
24,216
-1,630
-6% -$44K 0.2% 34
2015
Q2 		$701K Sell
25,846
-830
-3% -$22.7K 0.21% 33
2015
Q1 		$733K Sell
26,676
-1,250
-4% -$34.3K 0.22% 32
2014
Q4 		$757K Sell
27,926
-8,348
-23% -$228K 0.23% 31
2014
Q3 		$983K Sell
36,274
-3,276
-8% -$90.5K 0.3% 30
2014
Q2 		$1.1M Sell
39,550
-4,850
-11% -$133K 0.32% 26
2014
Q1 		$1.2M Sell
44,400
-10,530
-19% -$283K 0.36% 26
2013
Q4 		$1.45M Sell
54,930
-9,258
-14% -$249K 0.44% 24
2013
Q3 		$1.74M Sell
64,188
-411,022
-86% -$11M 0.56% 23
2013
Q2 		$12.8M Buy
+475,210
New +$13.5M 4.3% 9

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

3D Asset Management's SCHP Position: Q1 2020 in Review

3D Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2020, closing a stake of 11,710 shares — an estimated $332K sold.

3D Asset Management first reported a position in SCHP in Q2 2013 and held it in 27 quarters. The position peaked at $12.8M in Q2 2013. 395 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

  • 3D Asset Management reported no remaining Schwab US TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • 3D Asset Management sold 11,710 Schwab US TIPS ETF shares in Q1 2020, an estimated $332K.
  • 3D Asset Management first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 27 quarters.
  • 3D Asset Management's Schwab US TIPS ETF position peaked at $12.8M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on 3D Asset Management's 13F filing for Q1 2020, filed 7 May 2020.