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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,154
Closed -$33K 635
2019
Q4
$33K Buy
+1,154
New +$32.7K 0.03% 205

Other funds holding SCHP

Bellevue Asset Management's SCHP Position: Q1 2020 in Review

Bellevue Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2020, closing a stake of 1,154 shares — an estimated $33K sold.

Bellevue Asset Management first reported a position in SCHP in Q4 2019 and held it in 1 quarter. The position peaked at $33K in Q4 2019. 396 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

  • Bellevue Asset Management reported no remaining Schwab US TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 1,154 Schwab US TIPS ETF shares in Q1 2020, an estimated $33K.
  • Bellevue Asset Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 1 quarter.
  • Bellevue Asset Management's Schwab US TIPS ETF position peaked at $33K in Q4 2019.
  • 396 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

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