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

Landmark 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
Q2 		– Sell
-9,818
Closed -$291K – 65
2020
Q1 		$291K Sell
9,818
-5,698
-37% -$163K 0.2% 52
2019
Q4 		$443K Buy
15,516
+6,516
+72% +$185K 0.26% 40
2019
Q3 		$255K Hold
9,000
– – 0.16% 53
2019
Q2 		$253K Buy
+9,000
New +$249K 0.15% 51
2018
Q2 		– Sell
-19,736
Closed -$542K – 55
2018
Q1 		$542K Sell
19,736
-33,384
-63% -$913K 0.34% 33
2017
Q4 		$1.47M Sell
53,120
-13,824
-21% -$382K 0.93% 23
2017
Q3 		$1.85M Buy
66,944
+20,194
+43% +$559K 1.25% 18
2017
Q2 		$1.29M Buy
46,750
+5,032
+12% +$140K 0.92% 22
2017
Q1 		$1.16M Buy
41,718
+13,156
+46% +$363K 0.86% 23
2016
Q4 		$783K Buy
28,562
+2,722
+11% +$75.9K 0.63% 25
2016
Q3 		$737K Sell
25,840
-12,910
-33% -$366K 0.63% 28
2016
Q2 		$1.09M Sell
38,750
-4,892
-11% -$136K 1.02% 24
2016
Q1 		$1.21M Buy
43,642
+17,520
+67% +$474K 1.23% 20
2015
Q4 		$693K Buy
+26,122
New +$700K 0.73% 27

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 $116B AUM 61.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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

Landmark Financial Advisors's SCHP Position: Q2 2020 in Review

Landmark Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 9,818 shares — an estimated $291K sold.

Landmark Financial Advisors first reported a position in SCHP in Q4 2015 and held it in 14 quarters. The position peaked at $1.85M in Q3 2017. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • Landmark Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • Landmark Financial Advisors sold 9,818 Schwab US TIPS ETF shares in Q2 2020, an estimated $291K.
  • Landmark Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2015 and held it in 14 quarters.
  • Landmark Financial Advisors's Schwab US TIPS ETF position peaked at $1.85M in Q3 2017.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on Landmark Financial Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.