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SkyOak Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

SkyOak Wealth’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
-15,574
Closed -$448K – 255
2020
Q1 		$448K Buy
+15,574
New +$446K 0.23% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

SkyOak Wealth's SCHP Position: Q2 2020 in Review

SkyOak Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 15,574 shares — an estimated $448K sold.

SkyOak Wealth first reported a position in SCHP in Q1 2020 and held it in 1 quarter. The position peaked at $448K in Q1 2020. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • SkyOak Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • SkyOak Wealth sold 15,574 Schwab US TIPS ETF shares in Q2 2020, an estimated $448K.
  • SkyOak Wealth first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 1 quarter.
  • SkyOak Wealth's Schwab US TIPS ETF position peaked at $448K in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.