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DWM Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

DWM Financial Group’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 		$8.81M Sell
283,868
-292
-0.1% -$8.97K 12% 3
2020
Q3 		$8.76M Buy
+284,160
New +$8.7M 13.68% 1
2020
Q1 		– Sell
-130,960
Closed -$3.71M – 34
2019
Q4 		$3.71M Buy
+130,960
New +$3.71M 3.78% 9

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

DWM Financial Group's SCHP Position: Q4 2020 in Review

DWM Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 0.1% in Q4 2020, selling an estimated $8.97K and leaving 283,868 shares worth $8.81M. The position accounts for 12% of the portfolio, ranked #3.

DWM Financial Group first reported a position in SCHP in Q4 2019 and has held it in 3 quarters since. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

  • DWM Financial Group held 283,868 shares of Schwab US TIPS ETF worth $8.81M as of Q4 2020.
  • DWM Financial Group sold 292 Schwab US TIPS ETF shares in Q4 2020, an estimated $8.97K.
  • Schwab US TIPS ETF made up 12% of DWM Financial Group's portfolio in Q4 2020, its #3 holding.
  • DWM Financial Group first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 3 quarters since.
  • 488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.