Capital Advisory Group Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-402	Closed	-$12K	–	502
2020 Q1	$12K	Sell	402 -7,500	-95%	-$215K	0.01%	219
2019 Q4	$223K	Buy	7,902 +402	+5%	+$11.4K	0.12%	97
2019 Q3	$213K	Hold	7,500	–	–	0.14%	69
2019 Q2	$211K	Buy	+7,500	New	+$208K	0.14%	70

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Capital Advisory Group Advisory Services's SCHP Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 402 shares — an estimated $12K sold.

Capital Advisory Group Advisory Services first reported a position in SCHP in Q2 2019 and held it in 4 quarters. The position peaked at $223K in Q4 2019. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 402 Schwab US TIPS ETF shares in Q2 2020, an estimated $12K.
Capital Advisory Group Advisory Services first reported a position in Schwab US TIPS ETF in Q2 2019 and held it in 4 quarters.
Capital Advisory Group Advisory Services's Schwab US TIPS ETF position peaked at $223K in Q4 2019.
411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.