Mid Atlantic Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Mid Atlantic Financial 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 Q3	$758K	Buy	24,214 +488	+2%	+$15.4K	0.05%	335
2021 Q2	$742K	Sell	23,726 -5,304	-18%	-$164K	0.05%	341
2021 Q1	$888K	Buy	29,030 +6,134	+27%	+$189K	0.06%	267
2020 Q4	$711K	Sell	22,896 -954	-4%	-$29.3K	0.05%	308
2020 Q3	$724K	Buy	23,850 +6,350	+36%	+$194K	0.06%	272
2020 Q2	$525K	Sell	17,500 -37,040	-68%	-$1.1M	0.05%	321
2020 Q1	$1.57M	Buy	54,540 +24,692	+83%	+$707K	0.18%	111
2019 Q4	$845K	Buy	+29,848	New	+$846K	0.08%	267

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 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

Mid Atlantic Financial Management's SCHP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Schwab US TIPS ETF (SCHP) stake by 2.1% in Q3 2021, buying an estimated $15.4K and bringing the position to 24,214 shares worth $758K. The position accounts for 0.05% of the portfolio, ranked #335.

Mid Atlantic Financial Management first reported a position in SCHP in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.57M in Q1 2020. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

Mid Atlantic Financial Management held 24,214 shares of Schwab US TIPS ETF worth $758K as of Q3 2021.
Mid Atlantic Financial Management bought 488 Schwab US TIPS ETF shares in Q3 2021, an estimated $15.4K.
Schwab US TIPS ETF made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #335 holding.
Mid Atlantic Financial Management first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 8 quarters since.
Mid Atlantic Financial Management's Schwab US TIPS ETF position peaked at $1.57M in Q1 2020.
633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.