EK
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Evensky & Katz’s Schwab US TIPS ETF SCHP Stock Holding History

Evensky & Katz’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
-8,776
Closed -$252K – 95
2020
Q1 		$252K Sell
8,776
-55,324
-86% -$1.58M 0.04% 62
2019
Q4 		$1.81M Buy
64,100
+54,512
+569% +$1.55M 0.25% 35
2019
Q3 		$272K Buy
+9,588
New +$272K 0.04% 76

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
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

Evensky & Katz's SCHP Position: Q2 2020 in Review

Evensky & Katz sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 8,776 shares — an estimated $252K sold.

Evensky & Katz first reported a position in SCHP in Q3 2019 and held it in 3 quarters. The position peaked at $1.81M in Q4 2019. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • Evensky & Katz reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • Evensky & Katz sold 8,776 Schwab US TIPS ETF shares in Q2 2020, an estimated $252K.
  • Evensky & Katz first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 3 quarters.
  • Evensky & Katz's Schwab US TIPS ETF position peaked at $1.81M in Q4 2019.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.