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HHM Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

HHM Wealth Advisors’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
Q4 		– Sell
-128
Closed -$4K – 564
2020
Q3 		$4K Buy
+128
New +$3.92K ﹤0.01% 444

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

HHM Wealth Advisors's SCHP Position: Q4 2020 in Review

HHM Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2020, closing a stake of 128 shares — an estimated $4K sold.

HHM Wealth Advisors first reported a position in SCHP in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

  • HHM Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 128 Schwab US TIPS ETF shares in Q4 2020, an estimated $4K.
  • HHM Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 1 quarter.
  • HHM Wealth Advisors's Schwab US TIPS ETF position peaked at $4K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on HHM Wealth Advisors's 13F filing for Q4 2020, filed 28 Jan 2021.