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Asset Advisors Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Asset Advisors Corp’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
-4,720
Closed -$130K – 175
2017
Q2 		$130K Buy
+4,720
New +$131K 0.02% 114

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CSIA
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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

Asset Advisors Corp's SCHP Position: Q3 2017 in Review

Asset Advisors Corp sold out of Schwab US TIPS ETF (SCHP) in Q3 2017, closing a stake of 4,720 shares — an estimated $130K sold.

Asset Advisors Corp first reported a position in SCHP in Q2 2017 and held it in 1 quarter. The position peaked at $130K in Q2 2017. 201 funds tracked by Wall St. Rank hold SCHP as of Q3 2017.

  • Asset Advisors Corp reported no remaining Schwab US TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • Asset Advisors Corp sold 4,720 Schwab US TIPS ETF shares in Q3 2017, an estimated $130K.
  • Asset Advisors Corp first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 1 quarter.
  • Asset Advisors Corp's Schwab US TIPS ETF position peaked at $130K in Q2 2017.
  • 201 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2017.

Based on Asset Advisors Corp's 13F filing for Q3 2017, filed 19 Oct 2017.