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Security National Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Security National 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
2021
Q1 		– Sell
-826
Closed -$26K – 415
2020
Q4 		$26K Hold
826
– – 0.01% 305
2020
Q3 		$25K Hold
826
– – 0.01% 296
2020
Q2 		$25K Hold
826
– – 0.01% 298
2020
Q1 		$24K Hold
826
– – 0.01% 294
2019
Q4 		$23K Buy
+826
New +$23.4K 0.01% 311

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 $116B AUM 61.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Security National Trust's SCHP Position: Q1 2021 in Review

Security National Trust sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 826 shares — an estimated $26K sold.

Security National Trust first reported a position in SCHP in Q4 2019 and held it in 5 quarters. The position peaked at $26K in Q4 2020. 540 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • Security National Trust reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Security National Trust sold 826 Schwab US TIPS ETF shares in Q1 2021, an estimated $26K.
  • Security National Trust first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 5 quarters.
  • Security National Trust's Schwab US TIPS ETF position peaked at $26K in Q4 2020.
  • 540 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.