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Rowland Carmichael Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Rowland Carmichael Advisors’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
Q4 		$3K Hold
86
– – ﹤0.01% 370
2020
Q3 		$3K Hold
86
– – ﹤0.01% 342
2020
Q2 		$3K Hold
86
– – ﹤0.01% 338
2020
Q1 		$2K Buy
+86
New +$2.46K ﹤0.01% 321

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Rowland Carmichael Advisors's SCHP Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q4 2020 at 86 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Rowland Carmichael Advisors first reported a position in SCHP in Q1 2020 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

  • Rowland Carmichael Advisors held 86 shares of Schwab US TIPS ETF worth $3K as of Q4 2020.
  • Rowland Carmichael Advisors left its Schwab US TIPS ETF share count unchanged in Q4 2020.
  • Schwab US TIPS ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #370 holding.
  • Rowland Carmichael Advisors first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.