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Charles Schwab Investment Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Charles Schwab Investment Advisory’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-12,935
Closed -$1.29M – 167
2018
Q2 		$1.29M Sell
12,935
-6,767
-34% -$674K ﹤0.01% 160
2018
Q1 		$1.97M Buy
19,702
+6,405
+48% +$639K 0.01% 69
2017
Q4 		$1.33M Buy
13,297
+3,704
+39% +$371K ﹤0.01% 64
2017
Q3 		$963K Buy
9,593
+3,366
+54% +$338K ﹤0.01% 66
2017
Q2 		$625K Buy
6,227
+2,405
+63% +$243K ﹤0.01% 66
2017
Q1 		$388K Buy
3,822
+932
+32% +$94.2K ﹤0.01% 67
2016
Q4 		$291K Buy
2,890
+417
+17% +$42K ﹤0.01% 67
2016
Q3 		$250K Buy
+2,473
New +$250K ﹤0.01% 69

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return