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McCarthy Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

McCarthy Asset 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
2021
Q1 		– Sell
-56
Closed -$2K – 395
2020
Q4 		$2K Buy
+56
New +$1.72K ﹤0.01% 286

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VOYA Investment Management
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JP Morgan Chase
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Franklin Resources
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McCarthy Asset Management's SCHP Position: Q1 2021 in Review

McCarthy Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 56 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in SCHP in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 541 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • McCarthy Asset Management reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 56 Schwab US TIPS ETF shares in Q1 2021, an estimated $2K.
  • McCarthy Asset Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 1 quarter.
  • McCarthy Asset Management's Schwab US TIPS ETF position peaked at $2K in Q4 2020.
  • 541 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on McCarthy Asset Management's 13F filing for Q1 2021, filed 13 May 2021.