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San Francisco Sentry Investment Group’s Schwab US TIPS ETF SCHP Stock Holding History

San Francisco Sentry Investment Group’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
2019
Q4 		– Sell
-120
Closed -$3K – 943
2019
Q3 		$3K Hold
120
– – ﹤0.01% 707
2019
Q2 		$3K Hold
120
– – ﹤0.01% 707
2019
Q1 		$3K Hold
120
– – ﹤0.01% 728
2018
Q4 		$3K Hold
120
– – ﹤0.01% 724
2018
Q3 		$3K Hold
120
– – ﹤0.01% 736
2018
Q2 		$3K Buy
+120
New +$3.27K ﹤0.01% 679

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHP Position: Q4 2019 in Review

San Francisco Sentry Investment Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2019, closing a stake of 120 shares — an estimated $3K sold.

San Francisco Sentry Investment Group first reported a position in SCHP in Q2 2018 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 379 funds tracked by Wall St. Rank hold SCHP as of Q4 2019.

  • San Francisco Sentry Investment Group reported no remaining Schwab US TIPS ETF position as of Q4 2019 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 120 Schwab US TIPS ETF shares in Q4 2019, an estimated $3K.
  • San Francisco Sentry Investment Group first reported a position in Schwab US TIPS ETF in Q2 2018 and held it in 6 quarters.
  • San Francisco Sentry Investment Group's Schwab US TIPS ETF position peaked at $3K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2019.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2019, filed 30 Jan 2020.