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

Huber 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
2020 Q1	$498K	Sell	17,326 -622	-3%	-$17.8K	0.19%	64
2019 Q4	$508K	Sell	17,948 -248	-1%	-$7.03K	0.18%	71
2019 Q3	$516K	Sell	18,196 -2,816	-13%	-$79.8K	0.2%	63
2019 Q2	$592K	Sell	21,012 -738	-3%	-$20.4K	0.26%	51
2019 Q1	$598K	Sell	21,750 -436	-2%	-$11.8K	0.29%	51
2018 Q4	$591K	Buy	22,186 +3,582	+19%	+$95.3K	0.32%	45
2018 Q3	$502K	Buy	18,604 +1,218	+7%	+$33.2K	0.39%	47
2018 Q2	$477K	Buy	17,386 +2,376	+16%	+$64.8K	0.43%	44
2018 Q1	$412K	Buy	15,010 +5,398	+56%	+$148K	0.41%	47
2017 Q4	$266K	Buy	+9,612	New	+$266K	0.29%	62

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Huber Financial Advisors's SCHP Position: Q1 2020 in Review

Huber Financial Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 3.5% in Q1 2020, selling an estimated $17.8K and leaving 17,326 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #64.

Huber Financial Advisors first reported a position in SCHP in Q4 2017 and has held it in 10 quarters since. The position peaked at $598K in Q1 2019. 396 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

Huber Financial Advisors held 17,326 shares of Schwab US TIPS ETF worth $498K as of Q1 2020.
Huber Financial Advisors sold 622 Schwab US TIPS ETF shares in Q1 2020, an estimated $17.8K.
Schwab US TIPS ETF made up 0.19% of Huber Financial Advisors's portfolio in Q1 2020, its #64 holding.
Huber Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Schwab US TIPS ETF position peaked at $598K in Q1 2019.
396 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.