TL
SCHP icon

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

TrueWealth 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
2020
Q2 		$953K Hold
31,754
– – 0.4% 43
2020
Q1 		$913K Buy
31,754
+28,752
+958% +$823K 0.44% 42
2019
Q4 		$85K Buy
+3,002
New +$85.1K 0.03% 220
2019
Q3 		– Sell
-20
Closed -$1K – 731
2019
Q2 		$1K Buy
+20
New +$554 ﹤0.01% 704

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 $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

TrueWealth LLC's SCHP Position: Q2 2020 in Review

TrueWealth LLC held its Schwab US TIPS ETF (SCHP) position steady in Q2 2020 at 31,754 shares worth $953K. The position accounts for 0.4% of the portfolio, ranked #43.

TrueWealth LLC first reported a position in SCHP in Q2 2019 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • TrueWealth LLC held 31,754 shares of Schwab US TIPS ETF worth $953K as of Q2 2020.
  • TrueWealth LLC left its Schwab US TIPS ETF share count unchanged in Q2 2020.
  • Schwab US TIPS ETF made up 0.4% of TrueWealth LLC's portfolio in Q2 2020, its #43 holding.
  • TrueWealth LLC first reported a position in Schwab US TIPS ETF in Q2 2019 and has held it in 4 quarters since.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.