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Acorn Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Acorn Wealth 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
-26,878
Closed -$736K – 130
2019
Q1 		$736K Hold
26,878
– – 0.66% 31
2018
Q4 		$720K Buy
26,878
+160
+0.6% +$4.26K 0.74% 29
2018
Q3 		$708K Buy
26,718
+274
+1% +$7.46K 0.7% 33
2018
Q2 		$725K Sell
26,444
-1,030
-4% -$28.1K 0.62% 29
2018
Q1 		$751K Buy
27,474
+136
+0.5% +$3.72K 0.65% 28
2017
Q4 		$757K Buy
+27,338
New +$756K 0.69% 27

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

Acorn Wealth Advisors's SCHP Position: Q2 2019 in Review

Acorn Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2019, closing a stake of 26,878 shares — an estimated $736K sold.

Acorn Wealth Advisors first reported a position in SCHP in Q4 2017 and held it in 6 quarters. The position peaked at $757K in Q4 2017. 316 funds tracked by Wall St. Rank hold SCHP as of Q2 2019.

  • Acorn Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • Acorn Wealth Advisors sold 26,878 Schwab US TIPS ETF shares in Q2 2019, an estimated $736K.
  • Acorn Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 6 quarters.
  • Acorn Wealth Advisors's Schwab US TIPS ETF position peaked at $757K in Q4 2017.
  • 316 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2019.

Based on Acorn Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.