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ARS Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		$208K Buy
+6,660
New +$206K 0.04% 131

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ARS Wealth Advisors's SCHP Position: Q2 2021 in Review

ARS Wealth Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2021: 6,660 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings.

588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • ARS Wealth Advisors held 6,660 shares of Schwab US TIPS ETF worth $208K as of Q2 2021.
  • Schwab US TIPS ETF was a new ARS Wealth Advisors position in Q2 2021.
  • Schwab US TIPS ETF made up 0.04% of ARS Wealth Advisors's portfolio in Q2 2021, its #131 holding.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.