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ZWJ Investment Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

ZWJ Investment Counsel’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
Q2 		– Sell
-58,396
Closed -$1.68M – 187
2020
Q1 		$1.68M Buy
58,396
+2,000
+4% +$57.3K 0.15% 80
2019
Q4 		$1.6M Buy
+56,396
New +$1.6M 0.11% 93

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

ZWJ Investment Counsel's SCHP Position: Q2 2020 in Review

ZWJ Investment Counsel sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 58,396 shares — an estimated $1.68M sold.

ZWJ Investment Counsel first reported a position in SCHP in Q4 2019 and held it in 2 quarters. The position peaked at $1.68M in Q1 2020. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • ZWJ Investment Counsel reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • ZWJ Investment Counsel sold 58,396 Schwab US TIPS ETF shares in Q2 2020, an estimated $1.68M.
  • ZWJ Investment Counsel first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 2 quarters.
  • ZWJ Investment Counsel's Schwab US TIPS ETF position peaked at $1.68M in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on ZWJ Investment Counsel's 13F filing for Q2 2020, filed 28 Jul 2020.