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Armbruster Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Armbruster Capital 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
2016
Q1 		– Sell
-100
Closed -$3K – 327
2015
Q4 		$3K Buy
+100
New +$2.68K ﹤0.01% 284

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CSIA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Armbruster Capital Management's SCHP Position: Q1 2016 in Review

Armbruster Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2016, closing a stake of 100 shares — an estimated $3K sold.

Armbruster Capital Management first reported a position in SCHP in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 99 funds tracked by Wall St. Rank hold SCHP as of Q1 2016.

  • Armbruster Capital Management reported no remaining Schwab US TIPS ETF position as of Q1 2016 after selling out during the quarter.
  • Armbruster Capital Management sold 100 Schwab US TIPS ETF shares in Q1 2016, an estimated $3K.
  • Armbruster Capital Management first reported a position in Schwab US TIPS ETF in Q4 2015 and held it in 1 quarter.
  • Armbruster Capital Management's Schwab US TIPS ETF position peaked at $3K in Q4 2015.
  • 99 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2016.

Based on Armbruster Capital Management's 13F filing for Q1 2016, filed 3 May 2016.