LifePlan Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

LifePlan Financial 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
2020 Q3	$15K	Hold	492	–	–	0.01%	371
2020 Q2	$15K	Sell	492 -84	-15%	-$2.49K	0.01%	373
2020 Q1	$17K	Buy	576 +28	+5%	+$802	0.01%	338
2019 Q4	$16K	Sell	548 -1,138	-67%	-$32.3K	0.01%	373
2019 Q3	$48K	Buy	1,686 +1,572	+1,379%	+$44.6K	0.02%	250
2019 Q2	$3K	Buy	114 +6	+6%	+$166	﹤0.01%	497
2019 Q1	$3K	Buy	108 +18	+20%	+$486	﹤0.01%	498
2018 Q4	$2K	Buy	90 +2	+2%	+$53	﹤0.01%	507
2018 Q3	$2K	Buy	+88	New	+$2.4K	﹤0.01%	506

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

LifePlan Financial Group's SCHP Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab US TIPS ETF (SCHP) position steady in Q3 2020 at 492 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #371.

LifePlan Financial Group first reported a position in SCHP in Q3 2018 and has held it in 9 quarters since. The position peaked at $48K in Q3 2019. 429 funds tracked by Wall St. Rank hold SCHP as of Q3 2020.

LifePlan Financial Group held 492 shares of Schwab US TIPS ETF worth $15K as of Q3 2020.
LifePlan Financial Group left its Schwab US TIPS ETF share count unchanged in Q3 2020.
Schwab US TIPS ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #371 holding.
LifePlan Financial Group first reported a position in Schwab US TIPS ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's Schwab US TIPS ETF position peaked at $48K in Q3 2019.
429 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.