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EPG Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-58
Closed -$2K – 640
2020
Q1 		$2K Hold
58
– – ﹤0.01% 700
2019
Q4 		$2K Buy
+58
New +$1.64K ﹤0.01% 616

Other funds holding SCHP

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

EPG Wealth Management's SCHP Position: Q2 2020 in Review

EPG Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 58 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in SCHP in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • EPG Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 58 Schwab US TIPS ETF shares in Q2 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Schwab US TIPS ETF position peaked at $2K in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.