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Marcum Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Marcum Wealth’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
Q4 		– Sell
-12,190
Closed -$376K – 154
2020
Q3 		$376K Hold
12,190
– – 0.12% 64
2020
Q2 		$366K Hold
12,190
– – 0.11% 76
2020
Q1 		$351K Sell
12,190
-2
-0% -$57 0.14% 52
2019
Q4 		$345K Buy
+12,192
New +$346K 0.13% 73

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Marcum Wealth's SCHP Position: Q4 2020 in Review

Marcum Wealth sold out of Schwab US TIPS ETF (SCHP) in Q4 2020, closing a stake of 12,190 shares — an estimated $376K sold.

Marcum Wealth first reported a position in SCHP in Q4 2019 and held it in 4 quarters. The position peaked at $376K in Q3 2020. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

  • Marcum Wealth reported no remaining Schwab US TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • Marcum Wealth sold 12,190 Schwab US TIPS ETF shares in Q4 2020, an estimated $376K.
  • Marcum Wealth first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 4 quarters.
  • Marcum Wealth's Schwab US TIPS ETF position peaked at $376K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on Marcum Wealth's 13F filing for Q4 2020, filed 9 Feb 2021.