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

Lenox Wealth Management’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
Q1 		– Sell
-1,586
Closed -$45K – 763
2019
Q4 		$45K Buy
1,586
+22
+1% +$624 0.01% 278
2019
Q3 		$44K Hold
1,564
– – 0.01% 278
2019
Q2 		$44K Hold
1,564
– – 0.01% 261
2019
Q1 		$43K Buy
1,564
+710
+83% +$19.2K 0.01% 253
2018
Q4 		$2K Buy
+854
New +$22.7K ﹤0.01% 566

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Lenox Wealth Management's SCHP Position: Q1 2020 in Review

Lenox Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2020, closing a stake of 1,586 shares — an estimated $45K sold.

Lenox Wealth Management first reported a position in SCHP in Q4 2018 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 395 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

  • Lenox Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 1,586 Schwab US TIPS ETF shares in Q1 2020, an estimated $45K.
  • Lenox Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 5 quarters.
  • Lenox Wealth Management's Schwab US TIPS ETF position peaked at $45K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.