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Weaver Consulting Group’s Schwab US TIPS ETF SCHP Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-150
Closed -$5K – 747
2020
Q3 		$5K Hold
150
– – ﹤0.01% 697
2020
Q2 		$5K Hold
150
– – ﹤0.01% 668
2020
Q1 		$4K Hold
150
– – ﹤0.01% 617
2019
Q4 		$4K Hold
150
– – ﹤0.01% 661
2019
Q3 		$4K Sell
150
-42
-22% -$1.19K ﹤0.01% 645
2019
Q2 		$5K Buy
192
+84
+78% +$2.33K ﹤0.01% 589
2019
Q1 		$3K Buy
+108
New +$2.92K ﹤0.01% 1249

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Weaver Consulting Group's SCHP Position: Q4 2020 in Review

Weaver Consulting Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2020, closing a stake of 150 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in SCHP in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

  • Weaver Consulting Group reported no remaining Schwab US TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 150 Schwab US TIPS ETF shares in Q4 2020, an estimated $5K.
  • Weaver Consulting Group first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Schwab US TIPS ETF position peaked at $5K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.