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WealthStone’s Schwab US TIPS ETF SCHP Stock Holding History

WealthStone’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
Q1 		$1.59M Hold
52,048
– – 0.55% 28
2020
Q4 		$1.62M Hold
52,048
– – 0.57% 25
2020
Q3 		$1.6M Hold
52,048
– – 0.73% 19
2020
Q2 		$1.56M Hold
52,048
– – 0.74% 15
2020
Q1 		$1.5M Sell
52,048
-20,340
-28% -$582K 1.51% 10
2019
Q4 		$2.05M Sell
72,388
-12,566
-15% -$356K 1.21% 13
2019
Q3 		$2.41M Buy
+84,954
New +$2.41M 1.28% 14
2019
Q2 		– Hold
0
– – – 14

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthStone's SCHP Position: Q1 2021 in Review

WealthStone held its Schwab US TIPS ETF (SCHP) position steady in Q1 2021 at 52,048 shares worth $1.59M. The position accounts for 0.55% of the portfolio, ranked #28.

WealthStone first reported a position in SCHP in Q3 2019 and has held it in 7 quarters since. The position peaked at $2.41M in Q3 2019. 541 funds tracked by Wall St. Rank hold SCHP as of Q1 2021.

  • WealthStone held 52,048 shares of Schwab US TIPS ETF worth $1.59M as of Q1 2021.
  • WealthStone left its Schwab US TIPS ETF share count unchanged in Q1 2021.
  • Schwab US TIPS ETF made up 0.55% of WealthStone's portfolio in Q1 2021, its #28 holding.
  • WealthStone first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 7 quarters since.
  • WealthStone's Schwab US TIPS ETF position peaked at $2.41M in Q3 2019.
  • 541 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.