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Hoover Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Hoover Financial 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
2021
Q2 		$77K Hold
2,470
– – 0.01% 226
2021
Q1 		$77K Hold
2,470
– – 0.01% 223
2020
Q4 		$76K Hold
2,470
– – 0.02% 202
2020
Q3 		$76K Buy
2,470
+326
+15% +$9.98K 0.03% 123
2020
Q2 		$64K Buy
+2,144
New +$63.5K 0.02% 165

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hoover Financial Advisors's SCHP Position: Q2 2021 in Review

Hoover Financial Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2021 at 2,470 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #226.

Hoover Financial Advisors first reported a position in SCHP in Q2 2020 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • Hoover Financial Advisors held 2,470 shares of Schwab US TIPS ETF worth $77K as of Q2 2021.
  • Hoover Financial Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2021.
  • Schwab US TIPS ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #226 holding.
  • Hoover Financial Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.