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Sowa Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Sowa Financial 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
2021
Q1 		– Sell
-1,824
Closed -$57K – 197
2020
Q4 		$57K Hold
1,824
– – 0.04% 125
2020
Q3 		$56K Hold
1,824
– – 0.04% 116
2020
Q2 		$55K Hold
1,824
– – 0.04% 114
2020
Q1 		$52K Buy
1,824
+1,378
+309% +$39.4K 0.05% 107
2019
Q4 		$13K Buy
+446
New +$12.6K 0.01% 209

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VOYA Investment Management
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JP Morgan Chase
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Franklin Resources
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UBS Group
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sowa Financial Group's SCHP Position: Q1 2021 in Review

Sowa Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2021, closing a stake of 1,824 shares — an estimated $57K sold.

Sowa Financial Group first reported a position in SCHP in Q4 2019 and held it in 5 quarters. The position peaked at $57K in Q4 2020. 541 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • Sowa Financial Group reported no remaining Schwab US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 1,824 Schwab US TIPS ETF shares in Q1 2021, an estimated $57K.
  • Sowa Financial Group first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Schwab US TIPS ETF position peaked at $57K in Q4 2020.
  • 541 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.