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Cedar Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Cedar Capital’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
2021
Q1 		– Sell
-8,168
Closed -$254K – 59
2020
Q4 		$254K Sell
8,168
-462
-5% -$14.2K 0.46% 42
2020
Q3 		$266K Buy
8,630
+642
+8% +$19.7K 0.09% 157
2020
Q2 		$240K Buy
+7,988
New +$237K 0.09% 165

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cedar Capital's SCHP Position: Q1 2021 in Review

Cedar Capital sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 8,168 shares — an estimated $254K sold.

Cedar Capital first reported a position in SCHP in Q2 2020 and held it in 3 quarters. The position peaked at $266K in Q3 2020. 541 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • Cedar Capital reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Cedar Capital sold 8,168 Schwab US TIPS ETF shares in Q1 2021, an estimated $254K.
  • Cedar Capital first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 3 quarters.
  • Cedar Capital's Schwab US TIPS ETF position peaked at $266K in Q3 2020.
  • 541 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on Cedar Capital's 13F filing for Q1 2021, filed 7 May 2021.