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Charles Schwab Investment Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Charles Schwab Investment Advisory’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8,558
Closed -$419K – 171
2018
Q1 		$419K Buy
+8,558
New +$417K ﹤0.01% 76

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TAIM
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VA
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AA
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Charles Schwab Investment Advisory's VTIP Position: Q2 2018 in Review

Charles Schwab Investment Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2018, closing a stake of 8,558 shares — an estimated $419K sold.

Charles Schwab Investment Advisory first reported a position in VTIP in Q1 2018 and held it in 1 quarter. The position peaked at $419K in Q1 2018. 286 funds tracked by Wall St. Rank hold VTIP as of Q2 2018.

  • Charles Schwab Investment Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2018 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 8,558 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2018, an estimated $419K.
  • Charles Schwab Investment Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $419K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2018.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2018, filed 9 Aug 2018.