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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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

BlackRock Institutional Trust's SCHP Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of Schwab US TIPS ETF (SCHP) in Q3 2014, closing a stake of 8,322 shares — an estimated $232K sold.

BlackRock Institutional Trust first reported a position in SCHP in Q2 2013 and held it in 4 quarters. The position peaked at $484K in Q3 2013. 59 funds tracked by Wall St. Rank hold SCHP as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining Schwab US TIPS ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 8,322 Schwab US TIPS ETF shares in Q3 2014, an estimated $232K.
  • BlackRock Institutional Trust first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 4 quarters.
  • BlackRock Institutional Trust's Schwab US TIPS ETF position peaked at $484K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.