Access Financial Services
SCHP icon

Access Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Access Financial Services’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
2018
Q1 		– Sell
-381,820
Closed -$10.6M – 67
2017
Q4 		$10.6M Buy
381,820
+165,798
+77% +$4.59M 7.3% 3
2017
Q3 		$5.97M Buy
216,022
+17,522
+9% +$485K 4.57% 4
2017
Q2 		$5.46M Buy
+198,500
New +$5.5M 4.48% 5

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Charles Schwab Investment Advisory
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US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Madison Investment Holdings
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Pinnacle Advisory Group
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morningstar Investment Services
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Access Financial Services's SCHP Position: Q1 2018 in Review

Access Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q1 2018, closing a stake of 381,820 shares — an estimated $10.6M sold.

Access Financial Services first reported a position in SCHP in Q2 2017 and held it in 3 quarters. The position peaked at $10.6M in Q4 2017. 254 funds tracked by Wall St. Rank hold SCHP as of Q1 2018.

  • Access Financial Services reported no remaining Schwab US TIPS ETF position as of Q1 2018 after selling out during the quarter.
  • Access Financial Services sold 381,820 Schwab US TIPS ETF shares in Q1 2018, an estimated $10.6M.
  • Access Financial Services first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 3 quarters.
  • Access Financial Services's Schwab US TIPS ETF position peaked at $10.6M in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2018.

Based on Access Financial Services's 13F filing for Q1 2018, filed 27 Apr 2018.