Chevy Chase Trust
SCHP icon

Chevy Chase Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Chevy Chase 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
2017
Q1 		– Sell
-7,752
Closed -$213K – 670
2016
Q4 		$213K Buy
+7,752
New +$216K ﹤0.01% 637

Other funds holding SCHP

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return

Chevy Chase Trust's SCHP Position: Q1 2017 in Review

Chevy Chase Trust sold out of Schwab US TIPS ETF (SCHP) in Q1 2017, closing a stake of 7,752 shares — an estimated $213K sold.

Chevy Chase Trust first reported a position in SCHP in Q4 2016 and held it in 1 quarter. The position peaked at $213K in Q4 2016. 173 funds tracked by Wall St. Rank hold SCHP as of Q1 2017.

  • Chevy Chase Trust reported no remaining Schwab US TIPS ETF position as of Q1 2017 after selling out during the quarter.
  • Chevy Chase Trust sold 7,752 Schwab US TIPS ETF shares in Q1 2017, an estimated $213K.
  • Chevy Chase Trust first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 1 quarter.
  • Chevy Chase Trust's Schwab US TIPS ETF position peaked at $213K in Q4 2016.
  • 173 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2017.

Based on Chevy Chase Trust's 13F filing for Q1 2017, filed 5 Apr 2017.