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. 395 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.
  • 395 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.