Hurlow Wealth Management Group’s Schwab US TIPS ETF SCHP Stock Holding History

Hurlow Wealth Management Group’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 Q1	–	Sell	-6,606	Closed	-$205K	–	99
2020 Q4	$205K	Sell	6,606 -2,720	-29%	-$83.5K	0.16%	91
2020 Q3	$287K	Sell	9,326 -3,948	-30%	-$121K	0.26%	65
2020 Q2	$401K	Sell	13,274 -10,760	-45%	-$319K	0.39%	48
2020 Q1	$714K	Buy	24,034 +5,672	+31%	+$162K	0.76%	28
2019 Q4	$524K	Buy	18,362 +1,460	+9%	+$41.4K	0.51%	44
2019 Q3	$478K	Buy	+16,902	New	+$479K	0.51%	45

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hurlow Wealth Management Group's SCHP Position: Q1 2021 in Review

Hurlow Wealth Management Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 6,606 shares — an estimated $205K sold.

Hurlow Wealth Management Group first reported a position in SCHP in Q3 2019 and held it in 6 quarters. The position peaked at $714K in Q1 2020. 541 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

Hurlow Wealth Management Group reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
Hurlow Wealth Management Group sold 6,606 Schwab US TIPS ETF shares in Q1 2021, an estimated $205K.
Hurlow Wealth Management Group first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 6 quarters.
Hurlow Wealth Management Group's Schwab US TIPS ETF position peaked at $714K in Q1 2020.
541 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2021, filed 20 Apr 2021.