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Horan Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Horan Capital 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
-20
Closed -$1K – 244
2020
Q3 		$1K Buy
+20
New +$612 ﹤0.01% 297
2020
Q1 		– Sell
-20
Closed -$1K – 222
2019
Q4 		$1K Sell
20
-606
-97% -$17.2K ﹤0.01% 267
2019
Q3 		$18K Buy
+626
New +$17.7K 0.01% 205

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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Horan Capital Advisors's SCHP Position: Q4 2020 in Review

Horan Capital Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Horan Capital Advisors first reported a position in SCHP in Q3 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

  • Horan Capital Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 20 Schwab US TIPS ETF shares in Q4 2020, an estimated $1K.
  • Horan Capital Advisors first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 3 quarters.
  • Horan Capital Advisors's Schwab US TIPS ETF position peaked at $18K in Q3 2019.
  • 488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.