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Hayden Royal’s Schwab US TIPS ETF SCHP Stock Holding History

Hayden Royal’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
2019
Q3 		– Sell
-7,494
Closed -$211K – 182
2019
Q2 		$211K Sell
7,494
-2,006
-21% -$55.5K 0.22% 138
2019
Q1 		$261K Buy
+9,500
New +$256K 0.34% 95

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Hayden Royal's SCHP Position: Q3 2019 in Review

Hayden Royal sold out of Schwab US TIPS ETF (SCHP) in Q3 2019, closing a stake of 7,494 shares — an estimated $211K sold.

Hayden Royal first reported a position in SCHP in Q1 2019 and held it in 2 quarters. The position peaked at $261K in Q1 2019. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

  • Hayden Royal reported no remaining Schwab US TIPS ETF position as of Q3 2019 after selling out during the quarter.
  • Hayden Royal sold 7,494 Schwab US TIPS ETF shares in Q3 2019, an estimated $211K.
  • Hayden Royal first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 2 quarters.
  • Hayden Royal's Schwab US TIPS ETF position peaked at $261K in Q1 2019.
  • 336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on Hayden Royal's 13F filing for Q3 2019, filed 13 Nov 2019.