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Wealthspire Advisors (Maryland)’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$11M Buy
355,756
+39,364
+12% +$1.21M 0.39% 38
2020
Q2 		$9.49M Buy
316,392
+104,078
+49% +$3.08M 0.68% 24
2020
Q1 		$6.11M Sell
212,314
-204
-0.1% -$5.84K 0.53% 33
2019
Q4 		$6.02M Sell
212,518
-23,460
-10% -$665K 0.4% 40
2019
Q3 		$6.7M Sell
235,978
-15,732
-6% -$446K 0.49% 35
2019
Q2 		$7.09M Sell
251,710
-442
-0.2% -$12.2K 0.53% 36
2019
Q1 		$6.93M Buy
252,152
+9,394
+4% +$254K 0.52% 36
2018
Q4 		$6.46M Buy
242,758
+111,618
+85% +$2.97M 0.58% 35
2018
Q3 		$3.54M Sell
131,140
-8,868
-6% -$241K 0.29% 50
2018
Q2 		$3.84M Sell
140,008
-2,666
-2% -$72.7K 0.35% 47
2018
Q1 		$3.92M Buy
142,674
+18,196
+15% +$498K 0.37% 45
2017
Q4 		$3.45M Buy
124,478
+10,956
+10% +$303K 0.34% 53
2017
Q3 		$3.14M Buy
113,522
+9,576
+9% +$265K 0.34% 48
2017
Q2 		$2.86M Sell
103,946
-1,882
-2% -$52.2K 0.34% 47
2017
Q1 		$2.94M Sell
105,828
-107,018
-50% -$2.96M 0.42% 38
2016
Q4 		$5.84M Buy
212,846
+68,336
+47% +$1.91M 0.87% 19
2016
Q3 		$4.12M Buy
144,510
+5,068
+4% +$144K 0.64% 29
2016
Q2 		$3.94M Buy
139,442
+6,370
+5% +$177K 0.66% 29
2016
Q1 		$3.69M Buy
133,072
+4,156
+3% +$112K 0.65% 30
2015
Q4 		$3.42M Buy
+128,916
New +$3.46M 0.64% 28

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wealthspire Advisors (Maryland)'s SCHP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Schwab US TIPS ETF (SCHP) stake by 12% in Q3 2020, buying an estimated $1.21M and bringing the position to 355,756 shares worth $11M. The position accounts for 0.39% of the portfolio, ranked #38.

Wealthspire Advisors (Maryland) first reported a position in SCHP in Q4 2015 and has held it in 20 quarters since. 430 funds tracked by Wall St. Rank hold SCHP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 355,756 shares of Schwab US TIPS ETF worth $11M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 39,364 Schwab US TIPS ETF shares in Q3 2020, an estimated $1.21M.
  • Schwab US TIPS ETF made up 0.39% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #38 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab US TIPS ETF in Q4 2015 and has held it in 20 quarters since.
  • 430 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.