NFP
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Novak Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Novak Financial Planning’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 		$1.73M Buy
55,450
+13,030
+31% +$404K 0.85% 36
2021
Q1 		$1.3M Buy
42,420
+21,908
+107% +$675K 0.71% 48
2020
Q4 		$637K Buy
+20,512
New +$630K 0.38% 71

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Novak Financial Planning's SCHP Position: Q2 2021 in Review

Novak Financial Planning increased its Schwab US TIPS ETF (SCHP) stake by 31% in Q2 2021, buying an estimated $404K and bringing the position to 55,450 shares worth $1.73M. The position accounts for 0.85% of the portfolio, ranked #36.

Novak Financial Planning first reported a position in SCHP in Q4 2020 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • Novak Financial Planning held 55,450 shares of Schwab US TIPS ETF worth $1.73M as of Q2 2021.
  • Novak Financial Planning bought 13,030 Schwab US TIPS ETF shares in Q2 2021, an estimated $404K.
  • Schwab US TIPS ETF made up 0.85% of Novak Financial Planning's portfolio in Q2 2021, its #36 holding.
  • Novak Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 3 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.