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Lenox Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Lenox Wealth 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
2022
Q1 		– Sell
-2,174
Closed -$68K – 960
2021
Q4 		$68K Buy
2,174
+1,874
+625% +$59K 0.01% 219
2021
Q3 		$9K Buy
300
+84
+39% +$2.65K ﹤0.01% 488
2021
Q2 		$7K Hold
216
– – ﹤0.01% 515
2021
Q1 		$7K Buy
216
+202
+1,443% +$6.22K ﹤0.01% 463
2020
Q4 		$0 Hold
14
– – ﹤0.01% 663
2020
Q3 		$0 Hold
14
– – ﹤0.01% 640
2020
Q2 		$0 Hold
14
– – ﹤0.01% 766
2020
Q1 		$0 Hold
14
– – ﹤0.01% 914
2019
Q4 		$0 Hold
14
– – ﹤0.01% 808
2019
Q3 		$0 Buy
+14
New +$397 ﹤0.01% 641

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Advisors's SCHP Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 2,174 shares — an estimated $68K sold.

Lenox Wealth Advisors first reported a position in SCHP in Q3 2019 and held it in 10 quarters. The position peaked at $68K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,174 Schwab US TIPS ETF shares in Q1 2022, an estimated $68K.
  • Lenox Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 10 quarters.
  • Lenox Wealth Advisors's Schwab US TIPS ETF position peaked at $68K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.