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Carnick & Kubik’s Schwab US TIPS ETF SCHP Stock Holding History

Carnick & Kubik’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 		$5K Buy
+184
New +$4.97K ﹤0.01% 904
2015
Q4 		– Sell
-90
Closed -$2.42K – 286
2015
Q3 		$2.42K Buy
+90
New +$2.43K ﹤0.01% 374

Other funds holding SCHP

UCFA
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $654B AUM 26.35% 1-Year Est. Return

Carnick & Kubik's SCHP Position: Q1 2016 in Review

Carnick & Kubik opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2016: 184 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Carnick & Kubik previously reported a position in SCHP as recently as Q3 2015.

Carnick & Kubik first reported a position in SCHP in Q3 2015 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold SCHP as of Q1 2016.

  • Carnick & Kubik held 184 shares of Schwab US TIPS ETF worth $5K as of Q1 2016.
  • Schwab US TIPS ETF was a new Carnick & Kubik position in Q1 2016.
  • Schwab US TIPS ETF made up ﹤0.01% of Carnick & Kubik's portfolio in Q1 2016, its #904 holding.
  • Carnick & Kubik first reported a position in Schwab US TIPS ETF in Q3 2015 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2016.

Based on Carnick & Kubik's 13F filing for Q1 2016, filed 12 May 2016.