Carroll Financial Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Carroll Financial Associates’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	-386	Closed	-$11K	–	1667
2020 Q1	$11K	Hold	386	–	–	﹤0.01%	919
2019 Q4	$10K	Hold	386	–	–	﹤0.01%	1069
2019 Q3	$10K	Sell	386 -66	-15%	-$1.87K	﹤0.01%	1009
2019 Q2	$12K	Buy	452 +66	+17%	+$1.83K	﹤0.01%	960
2019 Q1	$10K	Hold	386	–	–	﹤0.01%	950
2018 Q4	$10K	Buy	+386	New	+$10.3K	﹤0.01%	859
2016 Q1	–	Sell	-162	Closed	-$4K	–	1206
2015 Q4	$4K	Hold	162	–	–	﹤0.01%	912
2015 Q3	$4K	Sell	162 -168	-51%	-$4.54K	﹤0.01%	887
2015 Q2	$9K	Buy	+330	New	+$9.02K	﹤0.01%	733

Other funds holding SCHP

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

VOYA Investment Management

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

JP Morgan Chase

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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