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

Valeo 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
-2,022
Closed -$62K – 1574
2021
Q1 		$62K Hold
2,022
– – ﹤0.01% 783
2020
Q4 		$63K Buy
2,022
+10
+0.5% +$307 ﹤0.01% 701
2020
Q3 		$62K Sell
2,012
-316
-14% -$9.68K 0.01% 595
2020
Q2 		$70K Sell
2,328
-12,570
-84% -$372K 0.01% 613
2020
Q1 		$20K Buy
14,898
+420
+3% +$12K ﹤0.01% 902
2019
Q4 		$19K Sell
14,478
-18
-0.1% -$510 ﹤0.01% 937
2019
Q3 		$19K Buy
14,496
+14,076
+3,351% +$399K ﹤0.01% 862
2019
Q2 		$12K Buy
420
+2
+0.5% +$55 ﹤0.01% 981
2019
Q1 		$12K Hold
418
– – ﹤0.01% 927
2018
Q4 		$11K Sell
418
-124
-23% -$3.3K ﹤0.01% 864
2018
Q3 		$14K Sell
542
-450
-45% -$12.3K ﹤0.01% 879
2018
Q2 		$27K Sell
992
-192
-16% -$5.24K ﹤0.01% 681
2018
Q1 		$32K Hold
1,184
– – 0.01% 595
2017
Q4 		$33K Buy
1,184
+464
+64% +$12.8K 0.01% 563
2017
Q3 		$20K Buy
+720
New +$19.9K ﹤0.01% 554

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

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

Valeo Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 2,022 shares — an estimated $62K sold.

Valeo Financial Advisors first reported a position in SCHP in Q3 2017 and held it in 15 quarters. The position peaked at $70K in Q2 2020. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,022 Schwab US TIPS ETF shares in Q2 2021, an estimated $62K.
  • Valeo Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Schwab US TIPS ETF position peaked at $70K in Q2 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.