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Advantage Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Advantage Investment Management’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
Q3 		$670K Buy
23,614
+15,184
+180% +$430K 0.52% 35
2019
Q2 		$237K Buy
8,430
+220
+3% +$6.09K 0.18% 130
2019
Q1 		$226K Buy
8,210
+4,314
+111% +$116K 0.18% 135
2018
Q4 		$104K Buy
+3,896
New +$104K 0.08% 228

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advantage Investment Management's SCHP Position: Q3 2019 in Review

Advantage Investment Management increased its Schwab US TIPS ETF (SCHP) stake by 180% in Q3 2019, buying an estimated $430K and bringing the position to 23,614 shares worth $670K. The position accounts for 0.52% of the portfolio, ranked #35.

Advantage Investment Management first reported a position in SCHP in Q4 2018 and has held it in 4 quarters since. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

  • Advantage Investment Management held 23,614 shares of Schwab US TIPS ETF worth $670K as of Q3 2019.
  • Advantage Investment Management bought 15,184 Schwab US TIPS ETF shares in Q3 2019, an estimated $430K.
  • Schwab US TIPS ETF made up 0.52% of Advantage Investment Management's portfolio in Q3 2019, its #35 holding.
  • Advantage Investment Management first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 4 quarters since.
  • 336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.