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Strategic Capital Advisers’s Schwab US TIPS ETF SCHP Stock Holding History

Strategic Capital Advisers’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
2019
Q4 		– Sell
-766
Closed -$22K – 76
2019
Q3 		$22K Buy
+766
New +$21.7K 0.02% 65

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 $116B AUM 61.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Strategic Capital Advisers's SCHP Position: Q4 2019 in Review

Strategic Capital Advisers sold out of Schwab US TIPS ETF (SCHP) in Q4 2019, closing a stake of 766 shares — an estimated $22K sold.

Strategic Capital Advisers first reported a position in SCHP in Q3 2019 and held it in 1 quarter. The position peaked at $22K in Q3 2019. 379 funds tracked by Wall St. Rank hold SCHP as of Q4 2019.

  • Strategic Capital Advisers reported no remaining Schwab US TIPS ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 766 Schwab US TIPS ETF shares in Q4 2019, an estimated $22K.
  • Strategic Capital Advisers first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Capital Advisers's Schwab US TIPS ETF position peaked at $22K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2019.

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.