First Allied Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

First Allied Advisory Services’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	$3.44M	Buy	111,736 +17,852	+19%	+$547K	0.12%	184
2020 Q2	$2.82M	Buy	93,884 +65,138	+227%	+$1.93M	0.1%	208
2020 Q1	$827K	Sell	28,746 -1,616	-5%	-$46.3K	0.04%	441
2019 Q4	$862K	Buy	30,362 +586	+2%	+$16.6K	0.03%	529
2019 Q3	$848K	Buy	29,776 +13,944	+88%	+$395K	0.03%	511
2019 Q2	$446K	Sell	15,832 -412,030	-96%	-$11.4M	0.02%	719
2019 Q1	$11.8M	Sell	427,862 -3,904	-0.9%	-$105K	0.4%	48
2018 Q4	$11.5M	Buy	431,766 +2,670	+0.6%	+$71K	0.45%	45
2018 Q3	$11.6M	Buy	429,096 +14,322	+3%	+$390K	0.4%	45
2018 Q2	$11.4M	Sell	414,774 -9,436	-2%	-$257K	0.43%	39
2018 Q1	$11.6M	Buy	424,210 +416,100	+5,131%	+$11.4M	0.45%	39
2017 Q4	$222K	Buy	8,110 +782	+11%	+$21.6K	0.01%	1000
2017 Q3	$201K	Buy	+7,328	New	+$203K	0.01%	1022

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

First Allied Advisory Services's SCHP Position: Q3 2020 in Review

First Allied Advisory Services increased its Schwab US TIPS ETF (SCHP) stake by 19% in Q3 2020, buying an estimated $547K and bringing the position to 111,736 shares worth $3.44M. The position accounts for 0.12% of the portfolio, ranked #184.

First Allied Advisory Services first reported a position in SCHP in Q3 2017 and has held it in 13 quarters since. The position peaked at $11.8M in Q1 2019. 430 funds tracked by Wall St. Rank hold SCHP as of Q3 2020.

First Allied Advisory Services held 111,736 shares of Schwab US TIPS ETF worth $3.44M as of Q3 2020.
First Allied Advisory Services bought 17,852 Schwab US TIPS ETF shares in Q3 2020, an estimated $547K.
Schwab US TIPS ETF made up 0.12% of First Allied Advisory Services's portfolio in Q3 2020, its #184 holding.
First Allied Advisory Services first reported a position in Schwab US TIPS ETF in Q3 2017 and has held it in 13 quarters since.
First Allied Advisory Services's Schwab US TIPS ETF position peaked at $11.8M in Q1 2019.
430 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.