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Apriem Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Apriem 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
2017
Q3 		– Sell
-163,154
Closed -$4.49M – 152
2017
Q2 		$4.49M Buy
163,154
+1,744
+1% +$48.4K 1.19% 26
2017
Q1 		$4.48M Buy
161,410
+16,410
+11% +$453K 1.22% 27
2016
Q4 		$3.98M Sell
145,000
-146,864
-50% -$4.1M 1.18% 29
2016
Q3 		$8.33M Buy
291,864
+55,098
+23% +$1.56M 2.48% 11
2016
Q2 		$6.69M Buy
+236,766
New +$6.58M 2.17% 11
2015
Q2 		– Sell
-402
Closed -$11K – 677
2015
Q1 		$11K Hold
402
– – ﹤0.01% 406
2014
Q4 		$11K Hold
402
– – ﹤0.01% 365
2014
Q3 		$11K Hold
402
– – ﹤0.01% 373
2014
Q2 		$11K Hold
402
– – ﹤0.01% 332
2014
Q1 		$11K Sell
402
-40
-9% -$1.08K ﹤0.01% 354
2013
Q4 		$12K Sell
442
-418
-49% -$11.2K ﹤0.01% 342
2013
Q3 		$23K Buy
860
+40
+5% +$1.07K 0.01% 268
2013
Q2 		$22K Buy
+820
New +$23.3K 0.01% 267

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Apriem Advisors's SCHP Position: Q3 2017 in Review

Apriem Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2017, closing a stake of 163,154 shares — an estimated $4.49M sold.

Apriem Advisors first reported a position in SCHP in Q2 2013 and held it in 13 quarters. The position peaked at $8.33M in Q3 2016. 201 funds tracked by Wall St. Rank hold SCHP as of Q3 2017.

  • Apriem Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • Apriem Advisors sold 163,154 Schwab US TIPS ETF shares in Q3 2017, an estimated $4.49M.
  • Apriem Advisors first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 13 quarters.
  • Apriem Advisors's Schwab US TIPS ETF position peaked at $8.33M in Q3 2016.
  • 201 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2017.

Based on Apriem Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.