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USAdvisors Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

USAdvisors Wealth Management’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
Q1 		– Sell
-63,538
Closed -$1.8M – 92
2019
Q4 		$1.8M Buy
63,538
+258
+0.4% +$7.31K 0.93% 21
2019
Q3 		$1.8M Buy
+63,280
New +$1.79M 0.93% 22

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

USAdvisors Wealth Management's SCHP Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2020, closing a stake of 63,538 shares — an estimated $1.8M sold.

USAdvisors Wealth Management first reported a position in SCHP in Q3 2019 and held it in 2 quarters. The position peaked at $1.8M in Q4 2019. 396 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

  • USAdvisors Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 63,538 Schwab US TIPS ETF shares in Q1 2020, an estimated $1.8M.
  • USAdvisors Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 2 quarters.
  • USAdvisors Wealth Management's Schwab US TIPS ETF position peaked at $1.8M in Q4 2019.
  • 396 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.