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

MinichMacGregor 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
2021 Q2	–	Sell	-59,360	Closed	-$1.81M	–	88
2021 Q1	$1.81M	Buy	+59,360	New	+$1.83M	0.68%	34
2018 Q4	–	Sell	-512	Closed	-$13K	–	439
2018 Q3	$13K	Hold	512	–	–	0.01%	293
2018 Q2	$14K	Hold	512	–	–	0.01%	264
2018 Q1	$14K	Sell	512 -270	-35%	-$7.38K	0.01%	255
2017 Q4	$21K	Hold	782	–	–	0.02%	198
2017 Q3	$21K	Hold	782	–	–	0.02%	193
2017 Q2	$21K	Hold	782	–	–	0.02%	186
2017 Q1	$21K	Hold	782	–	–	0.02%	183
2016 Q4	$21K	Sell	782 -614	-44%	-$17.1K	0.02%	176
2016 Q3	$39K	Hold	1,396	–	–	0.04%	137
2016 Q2	$39K	Hold	1,396	–	–	0.04%	130
2016 Q1	$38K	Sell	1,396 -6	-0.4%	-$162	0.04%	127
2015 Q4	$38K	Buy	+1,402	New	+$37.6K	0.04%	122

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

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

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

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

MinichMacGregor Wealth Management's SCHP Position: Q2 2021 in Review

MinichMacGregor Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 59,360 shares — an estimated $1.81M sold.

MinichMacGregor Wealth Management first reported a position in SCHP in Q4 2015 and held it in 13 quarters. The position peaked at $1.81M in Q1 2021. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

MinichMacGregor Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
MinichMacGregor Wealth Management sold 59,360 Schwab US TIPS ETF shares in Q2 2021, an estimated $1.81M.
MinichMacGregor Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Schwab US TIPS ETF position peaked at $1.81M in Q1 2021.
588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.