BlackRock Institutional Trust’s Schwab US TIPS ETF SCHP Stock Holding History

BlackRock Institutional Trust’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
2014 Q3	–	Sell	-8,322	Closed	-$232K	–	3929
2014 Q2	$232K	Sell	8,322 -134	-2%	-$3.68K	﹤0.01%	3684
2014 Q1	$228K	Buy	+8,456	New	+$228K	﹤0.01%	3688
2013 Q4	–	Sell	-17,898	Closed	-$484K	–	4019
2013 Q3	$484K	Buy	17,898 +3,062	+21%	+$82.2K	﹤0.01%	3537
2013 Q2	$399K	Buy	+14,836	New	+$422K	﹤0.01%	3529

Other funds holding SCHP

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return