Camarda Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Camarda Financial 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
2019 Q3	–	Sell	-506	Closed	-$14K	–	388
2019 Q2	$14K	Hold	506	–	–	0.03%	136
2019 Q1	$14K	Buy	+506	New	+$13.7K	0.03%	164
2017 Q4	–	Sell	-112	Closed	-$3K	–	217
2017 Q3	$3K	Sell	112 -122	-52%	-$3.38K	﹤0.01%	199
2017 Q2	$6K	Sell	234 -2,544	-92%	-$70.6K	0.01%	203
2017 Q1	$77K	Sell	2,778 -4,606	-62%	-$127K	0.08%	102
2016 Q4	$202K	Sell	7,384 -8,382	-53%	-$234K	0.14%	92
2016 Q3	$450K	Buy	15,766 +11,414	+262%	+$323K	0.27%	74
2016 Q2	$123K	Buy	+4,352	New	+$121K	0.08%	102
2013 Q3	–	Sell	-1,062	Closed	-$29K	–	212
2013 Q2	$29K	Buy	+1,062	New	+$30.2K	0.03%	119

Other funds holding SCHP

CSIA

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UCFA

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

Camarda Financial Advisors's SCHP Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2019, closing a stake of 506 shares — an estimated $14K sold.

Camarda Financial Advisors first reported a position in SCHP in Q2 2013 and held it in 9 quarters. The position peaked at $450K in Q3 2016. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

Camarda Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 506 Schwab US TIPS ETF shares in Q3 2019, an estimated $14K.
Camarda Financial Advisors first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 9 quarters.
Camarda Financial Advisors's Schwab US TIPS ETF position peaked at $450K in Q3 2016.
336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.