SWMG LLC’s Schwab US TIPS ETF SCHP Stock Holding History

SWMG LLC’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	-7,720	Closed	-$236K	–	65
2021 Q1	$236K	Buy	7,720 +136	+2%	+$4.19K	0.16%	52
2020 Q4	$236K	Buy	+7,584	New	+$233K	0.17%	54

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWMG LLC's SCHP Position: Q2 2021 in Review

SWMG LLC sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 7,720 shares — an estimated $236K sold.

SWMG LLC first reported a position in SCHP in Q4 2020 and held it in 2 quarters. The position peaked at $236K in Q1 2021. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

SWMG LLC reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
SWMG LLC sold 7,720 Schwab US TIPS ETF shares in Q2 2021, an estimated $236K.
SWMG LLC first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 2 quarters.
SWMG LLC's Schwab US TIPS ETF position peaked at $236K in Q1 2021.
588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on SWMG LLC's 13F filing for Q2 2021, filed 16 Aug 2021.