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Shine Investment Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

Shine Investment Advisory Services’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
Q2 		– Sell
-486
Closed -$14K – 763
2020
Q1 		$14K Buy
+486
New +$13.9K 0.01% 475

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MFM
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
MIS
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Shine Investment Advisory Services's SCHP Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 486 shares — an estimated $14K sold.

Shine Investment Advisory Services first reported a position in SCHP in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 486 Schwab US TIPS ETF shares in Q2 2020, an estimated $14K.
  • Shine Investment Advisory Services first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's Schwab US TIPS ETF position peaked at $14K in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.