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Clarus Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Clarus Wealth Advisors’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
2019
Q2 		– Sell
-600
Closed -$17K – 695
2019
Q1 		$17K Hold
600
– – 0.01% 449
2018
Q4 		$16K Sell
600
-200
-25% -$5.32K 0.03% 435
2018
Q3 		$22K Sell
800
-200
-20% -$5.45K 0.01% 420
2018
Q2 		$27K Buy
+1,000
New +$27.3K 0.02% 379

Other funds holding SCHP

CSIA
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Clarus Wealth Advisors's SCHP Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2019, closing a stake of 600 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in SCHP in Q2 2018 and held it in 4 quarters. The position peaked at $27K in Q2 2018. 316 funds tracked by Wall St. Rank hold SCHP as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 600 Schwab US TIPS ETF shares in Q2 2019, an estimated $17K.
  • Clarus Wealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Schwab US TIPS ETF position peaked at $27K in Q2 2018.
  • 316 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.