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Elevated Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Elevated Capital 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
2021
Q1 		– Sell
-65,694
Closed -$2.04M – 171
2020
Q4 		$2.04M Buy
65,694
+8,028
+14% +$247K 0.88% 33
2020
Q3 		$1.75M Buy
57,666
+8,150
+16% +$250K 0.82% 33
2020
Q2 		$1.53M Buy
+49,516
New +$1.47M 0.72% 41

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 $116B AUM 61.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevated Capital Advisors's SCHP Position: Q1 2021 in Review

Elevated Capital Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 65,694 shares — an estimated $2.04M sold.

Elevated Capital Advisors first reported a position in SCHP in Q2 2020 and held it in 3 quarters. The position peaked at $2.04M in Q4 2020. 540 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • Elevated Capital Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Elevated Capital Advisors sold 65,694 Schwab US TIPS ETF shares in Q1 2021, an estimated $2.04M.
  • Elevated Capital Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 3 quarters.
  • Elevated Capital Advisors's Schwab US TIPS ETF position peaked at $2.04M in Q4 2020.
  • 540 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.