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Investment Research & Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Investment Research & Advisory 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
-20
Closed -$1K – 147
2020
Q4 		$1K Buy
+20
New +$614 ﹤0.01% 148

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

Investment Research & Advisory Group's SCHP Position: Q1 2021 in Review

Investment Research & Advisory Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Investment Research & Advisory Group first reported a position in SCHP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 541 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • Investment Research & Advisory Group reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 20 Schwab US TIPS ETF shares in Q1 2021, an estimated $1K.
  • Investment Research & Advisory Group first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 1 quarter.
  • Investment Research & Advisory Group's Schwab US TIPS ETF position peaked at $1K in Q4 2020.
  • 541 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on Investment Research & Advisory Group's 13F filing for Q1 2021, filed 29 Apr 2021.