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Global Financial Private Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Global Financial Private Capital’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 		$600K Sell
19,992
-1,728
-8% -$51.2K 0.04% 203
2020
Q1 		$625K Sell
21,720
-2,532
-10% -$72.5K 0.04% 203
2019
Q4 		$687K Sell
24,252
-1,694
-7% -$48K 0.03% 212
2019
Q3 		$736K Sell
25,946
-1,872
-7% -$53.1K 0.04% 206
2019
Q2 		$783K Buy
+27,818
New +$770K 0.04% 216

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

Global Financial Private Capital's SCHP Position: Q2 2020 in Review

Global Financial Private Capital reduced its Schwab US TIPS ETF (SCHP) stake by 8% in Q2 2020, selling an estimated $51.2K and leaving 19,992 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #203.

Global Financial Private Capital first reported a position in SCHP in Q2 2019 and has held it in 5 quarters since. The position peaked at $783K in Q2 2019. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • Global Financial Private Capital held 19,992 shares of Schwab US TIPS ETF worth $600K as of Q2 2020.
  • Global Financial Private Capital sold 1,728 Schwab US TIPS ETF shares in Q2 2020, an estimated $51.2K.
  • Schwab US TIPS ETF made up 0.04% of Global Financial Private Capital's portfolio in Q2 2020, its #203 holding.
  • Global Financial Private Capital first reported a position in Schwab US TIPS ETF in Q2 2019 and has held it in 5 quarters since.
  • Global Financial Private Capital's Schwab US TIPS ETF position peaked at $783K in Q2 2019.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.