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Compagnie Lombard Odier SCmA’s Schwab US TIPS ETF SCHP Stock Holding History

Compagnie Lombard Odier SCmA’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
Q4 		– Sell
-123,000
Closed -$3.4M – 699
2017
Q3 		$3.4M Hold
123,000
– – 0.12% 131
2017
Q2 		$3.39M Hold
123,000
– – 0.12% 139
2017
Q1 		$3.42M Hold
123,000
– – 0.12% 141
2016
Q4 		$3.37M Hold
123,000
– – 0.1% 137
2016
Q3 		$3.51M Buy
+123,000
New +$3.49M 0.1% 141

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CSIA
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UCFA
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AssetMark Inc
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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return