Nixon Peabody Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Nixon Peabody Trust’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 Q1	–	Sell	-14,858	Closed	-$421K	–	82
2019 Q4	$421K	Buy	14,858 +40	+0.3%	+$1.13K	0.21%	59
2019 Q3	$421K	Sell	14,818 -18,360	-55%	-$520K	0.22%	58
2019 Q2	$934K	Hold	33,178	–	–	0.53%	48
2019 Q1	$912K	Sell	33,178 -1,000	-3%	-$27K	0.6%	49
2018 Q4	$910K	Hold	34,178	–	–	0.72%	50
2018 Q3	$922K	Sell	34,178 -1,232	-3%	-$33.5K	0.63%	50
2018 Q2	$972K	Buy	+35,410	New	+$966K	0.75%	47

Other funds holding SCHP

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

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

MFM

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Nixon Peabody Trust's SCHP Position: Q1 2020 in Review

Nixon Peabody Trust sold out of Schwab US TIPS ETF (SCHP) in Q1 2020, closing a stake of 14,858 shares — an estimated $421K sold.

Nixon Peabody Trust first reported a position in SCHP in Q2 2018 and held it in 7 quarters. The position peaked at $972K in Q2 2018. 396 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

Nixon Peabody Trust reported no remaining Schwab US TIPS ETF position as of Q1 2020 after selling out during the quarter.
Nixon Peabody Trust sold 14,858 Schwab US TIPS ETF shares in Q1 2020, an estimated $421K.
Nixon Peabody Trust first reported a position in Schwab US TIPS ETF in Q2 2018 and held it in 7 quarters.
Nixon Peabody Trust's Schwab US TIPS ETF position peaked at $972K in Q2 2018.
396 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on Nixon Peabody Trust's 13F filing for Q1 2020, filed 23 Apr 2020.