IA
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Independence Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Independence 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
Q2 		– Sell
-2,158
Closed -$62K – 168
2020
Q1 		$62K Hold
2,158
– – 0.02% 103
2019
Q4 		$61K Buy
+2,158
New +$61.2K 0.01% 118

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Independence Advisors's SCHP Position: Q2 2020 in Review

Independence Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 2,158 shares — an estimated $62K sold.

Independence Advisors first reported a position in SCHP in Q4 2019 and held it in 2 quarters. The position peaked at $62K in Q1 2020. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • Independence Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • Independence Advisors sold 2,158 Schwab US TIPS ETF shares in Q2 2020, an estimated $62K.
  • Independence Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 2 quarters.
  • Independence Advisors's Schwab US TIPS ETF position peaked at $62K in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on Independence Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.