Clifford Swan Investment Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

Clifford Swan Investment Counsel’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 Q4	–	Sell	-26,040	Closed	-$802K	–	324
2020 Q3	$802K	Hold	26,040	–	–	0.04%	184
2020 Q2	$781K	Hold	26,040	–	–	0.04%	181
2020 Q1	$749K	Hold	26,040	–	–	0.05%	171
2019 Q4	$737K	Hold	26,040	–	–	0.04%	188
2019 Q3	$739K	Hold	26,040	–	–	0.04%	179
2019 Q2	$733K	Hold	26,040	–	–	0.04%	178
2019 Q1	$716K	Sell	26,040 -1,596	-6%	-$43.1K	0.04%	178
2018 Q4	$736K	Buy	27,636 +514	+2%	+$13.7K	0.04%	171
2018 Q3	$732K	Buy	27,122 +66	+0.2%	+$1.8K	0.04%	177
2018 Q2	$743K	Hold	27,056	–	–	0.04%	171
2018 Q1	$742K	Hold	27,056	–	–	0.04%	173
2017 Q4	$750K	Buy	27,056 +1,054	+4%	+$29.2K	0.04%	180
2017 Q3	$718K	Hold	26,002	–	–	0.04%	180
2017 Q2	$716K	Buy	+26,002	New	+$721K	0.04%	184

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 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Clifford Swan Investment Counsel's SCHP Position: Q4 2020 in Review

Clifford Swan Investment Counsel sold out of Schwab US TIPS ETF (SCHP) in Q4 2020, closing a stake of 26,040 shares — an estimated $802K sold.

Clifford Swan Investment Counsel first reported a position in SCHP in Q2 2017 and held it in 14 quarters. The position peaked at $802K in Q3 2020. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

Clifford Swan Investment Counsel reported no remaining Schwab US TIPS ETF position as of Q4 2020 after selling out during the quarter.
Clifford Swan Investment Counsel sold 26,040 Schwab US TIPS ETF shares in Q4 2020, an estimated $802K.
Clifford Swan Investment Counsel first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 14 quarters.
Clifford Swan Investment Counsel's Schwab US TIPS ETF position peaked at $802K in Q3 2020.
488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2020, filed 11 Feb 2021.