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1834 Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

1834 Investment 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
2019
Q2 		– Sell
-22
Closed -$1K – 454
2019
Q1 		$1K Buy
+22
New +$594 ﹤0.01% 402
2018
Q2 		– Sell
-314
Closed -$9K – 458
2018
Q1 		$9K Sell
314
-274
-47% -$7.49K ﹤0.01% 390
2017
Q4 		$16K Buy
+588
New +$16.3K ﹤0.01% 380

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

1834 Investment Advisors's SCHP Position: Q2 2019 in Review

1834 Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2019, closing a stake of 22 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in SCHP in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q4 2017. 316 funds tracked by Wall St. Rank hold SCHP as of Q2 2019.

  • 1834 Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 22 Schwab US TIPS ETF shares in Q2 2019, an estimated $1K.
  • 1834 Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 3 quarters.
  • 1834 Investment Advisors's Schwab US TIPS ETF position peaked at $16K in Q4 2017.
  • 316 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.