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

Atlas Private 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
Q3 		– Sell
-14
Closed -$442 – 804
2021
Q2 		$0 Sell
14
-356
-96% -$11K ﹤0.01% 917
2021
Q1 		$11K Hold
370
– – 0.01% 484
2020
Q4 		$11K Buy
+370
New +$11.4K 0.01% 415
2020
Q3 		– Sell
-600
Closed -$18K – 717
2020
Q2 		$18K Buy
+600
New +$17.8K 0.02% 332

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 $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Advisors's SCHP Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2021, closing a stake of 14 shares — an estimated $442 sold.

Atlas Private Wealth Advisors first reported a position in SCHP in Q2 2020 and held it in 4 quarters. The position peaked at $18K in Q2 2020. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Atlas Private Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 14 Schwab US TIPS ETF shares in Q3 2021, an estimated $442.
  • Atlas Private Wealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's Schwab US TIPS ETF position peaked at $18K in Q2 2020.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.