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Evergreen Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Evergreen Capital 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
Q3 		– Sell
-6,662
Closed -$200K – 438
2020
Q2 		$200K Buy
+6,662
New +$197K 0.02% 366
2020
Q1 		– Sell
-12,200
Closed -$345K – 477
2019
Q4 		$345K Buy
+12,200
New +$346K 0.03% 322

Other funds holding SCHP

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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

Evergreen Capital Management's SCHP Position: Q3 2020 in Review

Evergreen Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2020, closing a stake of 6,662 shares — an estimated $200K sold.

Evergreen Capital Management first reported a position in SCHP in Q4 2019 and held it in 2 quarters. The position peaked at $345K in Q4 2019. 430 funds tracked by Wall St. Rank hold SCHP as of Q3 2020.

  • Evergreen Capital Management reported no remaining Schwab US TIPS ETF position as of Q3 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 6,662 Schwab US TIPS ETF shares in Q3 2020, an estimated $200K.
  • Evergreen Capital Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 2 quarters.
  • Evergreen Capital Management's Schwab US TIPS ETF position peaked at $345K in Q4 2019.
  • 430 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2020.

Based on Evergreen Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.