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Advisor Group’s Schwab US TIPS ETF SCHP Stock Holding History

Advisor 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
2019
Q4 		$4.54M Buy
159,964
+130,942
+451% +$3.71M 0.03% 448
2019
Q3 		$824K Buy
29,022
+9,920
+52% +$281K 0.01% 1275
2019
Q2 		$539K Sell
19,102
-4,110
-18% -$114K ﹤0.01% 1561
2019
Q1 		$639K Buy
23,212
+5,352
+30% +$144K 0.01% 1415
2018
Q4 		$476K Buy
17,860
+2,902
+19% +$77.2K ﹤0.01% 1437
2018
Q3 		$403K Sell
14,958
-1,760
-11% -$47.9K ﹤0.01% 1629
2018
Q2 		$459K Sell
16,718
-15,028
-47% -$410K 0.01% 1367
2018
Q1 		$872K Buy
31,746
+1,306
+4% +$35.7K 0.01% 954
2017
Q4 		$843K Buy
30,440
+3,268
+12% +$90.4K 0.01% 1005
2017
Q3 		$751K Sell
27,172
-3,032
-10% -$84K 0.01% 975
2017
Q2 		$832K Sell
30,204
-826
-3% -$22.9K 0.01% 846
2017
Q1 		$861K Buy
31,030
+5,014
+19% +$138K 0.02% 782
2016
Q4 		$714K Buy
26,016
+13,424
+107% +$374K 0.02% 818
2016
Q3 		$359K Buy
12,592
+3,672
+41% +$104K 0.01% 1170
2016
Q2 		$251K Buy
+8,920
New +$248K 0.01% 1297

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advisor Group's SCHP Position: Q4 2019 in Review

Advisor Group increased its Schwab US TIPS ETF (SCHP) stake by 451% in Q4 2019, buying an estimated $3.71M and bringing the position to 159,964 shares worth $4.54M. The position accounts for 0.03% of the portfolio, ranked #448.

Advisor Group first reported a position in SCHP in Q2 2016 and has held it in 15 quarters since. 379 funds tracked by Wall St. Rank hold SCHP as of Q4 2019.

  • Advisor Group held 159,964 shares of Schwab US TIPS ETF worth $4.54M as of Q4 2019.
  • Advisor Group bought 130,942 Schwab US TIPS ETF shares in Q4 2019, an estimated $3.71M.
  • Schwab US TIPS ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #448 holding.
  • Advisor Group first reported a position in Schwab US TIPS ETF in Q2 2016 and has held it in 15 quarters since.
  • 379 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.