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Spectrum Management Group’s Schwab US TIPS ETF SCHP Stock Holding History

Spectrum Management 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
Q2 		– Sell
-804
Closed -$25K – 279
2021
Q1 		$25K Hold
804
– – 0.01% 166
2020
Q4 		$25K Sell
804
-6,472
-89% -$199K 0.01% 161
2020
Q3 		$224K Buy
7,276
+2
+0% +$61 0.05% 105
2020
Q2 		$218K Hold
7,274
– – 0.06% 104
2020
Q1 		$209K Hold
7,274
– – 0.07% 88
2019
Q4 		$206K Buy
+7,274
New +$206K 0.08% 97

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spectrum Management Group's SCHP Position: Q2 2021 in Review

Spectrum Management Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 804 shares — an estimated $25K sold.

Spectrum Management Group first reported a position in SCHP in Q4 2019 and held it in 6 quarters. The position peaked at $224K in Q3 2020. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • Spectrum Management Group reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • Spectrum Management Group sold 804 Schwab US TIPS ETF shares in Q2 2021, an estimated $25K.
  • Spectrum Management Group first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 6 quarters.
  • Spectrum Management Group's Schwab US TIPS ETF position peaked at $224K in Q3 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on Spectrum Management Group's 13F filing for Q2 2021, filed 5 Aug 2021.