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Campbell Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Campbell Wealth Management’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
2020
Q3 		– Sell
-1,260
Closed -$38K – 290
2020
Q2 		$38K Buy
+1,260
New +$37.3K 0.01% 178

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Campbell Wealth Management's SCHP Position: Q3 2020 in Review

Campbell Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2020, closing a stake of 1,260 shares — an estimated $38K sold.

Campbell Wealth Management first reported a position in SCHP in Q2 2020 and held it in 1 quarter. The position peaked at $38K in Q2 2020. 429 funds tracked by Wall St. Rank hold SCHP as of Q3 2020.

  • Campbell Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 1,260 Schwab US TIPS ETF shares in Q3 2020, an estimated $38K.
  • Campbell Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Schwab US TIPS ETF position peaked at $38K in Q2 2020.
  • 429 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.