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Sonora Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Sonora Investment Management’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
-298
Closed -$9K – 1786
2020
Q4 		$9K Sell
298
-1,604
-84% -$49.3K ﹤0.01% 1277
2020
Q3 		$59K Buy
1,902
+1,886
+11,788% +$57.8K 0.01% 518
2020
Q2 		$0 Buy
16
+8
+100% +$237 ﹤0.01% 1864
2020
Q1 		$0 Buy
+8
New +$229 ﹤0.01% 1729
2019
Q4 		– Sell
-560
Closed -$16K – 1724
2019
Q3 		$16K Buy
+560
New +$15.9K ﹤0.01% 963
2016
Q3 		– Sell
-68
Closed -$1.92K – 877
2016
Q2 		$1.92K Buy
+68
New +$1.89K ﹤0.01% 779

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

Sonora Investment Management's SCHP Position: Q1 2021 in Review

Sonora Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 298 shares — an estimated $9K sold.

Sonora Investment Management first reported a position in SCHP in Q2 2016 and held it in 6 quarters. The position peaked at $59K in Q3 2020. 540 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • Sonora Investment Management reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 298 Schwab US TIPS ETF shares in Q1 2021, an estimated $9K.
  • Sonora Investment Management first reported a position in Schwab US TIPS ETF in Q2 2016 and held it in 6 quarters.
  • Sonora Investment Management's Schwab US TIPS ETF position peaked at $59K in Q3 2020.
  • 540 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.