Foothills Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Foothills Asset 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 Q1	$2.55M	Buy	88,714 +1,898	+2%	+$54.3K	2.22%	14
2019 Q4	$2.46M	Sell	86,816 -2,738	-3%	-$77.6K	1.76%	26
2019 Q3	$2.54M	Sell	89,554 -274	-0.3%	-$7.77K	1.92%	20
2019 Q2	$2.53M	Sell	89,828 -2,614	-3%	-$72.4K	1.96%	20
2019 Q1	$2.54M	Buy	92,442 +1,514	+2%	+$40.9K	1.97%	19
2018 Q4	$2.42M	Sell	90,928 -6,750	-7%	-$180K	2.06%	17
2018 Q3	$2.63M	Sell	97,678 -1,590	-2%	-$43.3K	2.02%	18
2018 Q2	$2.73M	Buy	99,268 +2,124	+2%	+$58K	2.09%	15
2018 Q1	$2.67M	Buy	97,144 +58,066	+149%	+$1.59M	2.08%	14
2017 Q4	$1.08M	Buy	39,078 +956	+3%	+$26.4K	0.82%	43
2017 Q3	$1.05M	Buy	38,122 +4,146	+12%	+$115K	0.79%	44
2017 Q2	$935K	Buy	33,976 +1,730	+5%	+$48K	0.73%	44
2017 Q1	$895K	Buy	32,246 +4,894	+18%	+$135K	0.7%	44
2016 Q4	$750K	Buy	+27,352	New	+$763K	0.58%	46

Other funds holding SCHP

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Foothills Asset Management's SCHP Position: Q1 2020 in Review

Foothills Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 2.2% in Q1 2020, buying an estimated $54.3K and bringing the position to 88,714 shares worth $2.55M. The position accounts for 2.22% of the portfolio, ranked #14.

Foothills Asset Management first reported a position in SCHP in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.73M in Q2 2018. 396 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

Foothills Asset Management held 88,714 shares of Schwab US TIPS ETF worth $2.55M as of Q1 2020.
Foothills Asset Management bought 1,898 Schwab US TIPS ETF shares in Q1 2020, an estimated $54.3K.
Schwab US TIPS ETF made up 2.22% of Foothills Asset Management's portfolio in Q1 2020, its #14 holding.
Foothills Asset Management first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 14 quarters since.
Foothills Asset Management's Schwab US TIPS ETF position peaked at $2.73M in Q2 2018.
396 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.