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US Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

US Financial Advisors’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
-7,208
Closed -$220K – 118
2021
Q1 		$220K Buy
7,208
+250
+4% +$7.7K 0.06% 137
2020
Q4 		$216K Buy
+6,958
New +$214K 0.07% 120

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

US Financial Advisors's SCHP Position: Q2 2021 in Review

US Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 7,208 shares — an estimated $220K sold.

US Financial Advisors first reported a position in SCHP in Q4 2020 and held it in 2 quarters. The position peaked at $220K in Q1 2021. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • US Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 7,208 Schwab US TIPS ETF shares in Q2 2021, an estimated $220K.
  • US Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 2 quarters.
  • US Financial Advisors's Schwab US TIPS ETF position peaked at $220K in Q1 2021.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.