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Crosspoint Capital Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Crosspoint Capital Strategies’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
2015
Q3 		– Sell
-600
Closed -$16K – 871
2015
Q2 		$16K Hold
600
– – ﹤0.01% 449
2015
Q1 		$16K Buy
+600
New +$16.4K 0.01% 361

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Crosspoint Capital Strategies's SCHP Position: Q3 2015 in Review

Crosspoint Capital Strategies sold out of Schwab US TIPS ETF (SCHP) in Q3 2015, closing a stake of 600 shares — an estimated $16K sold.

Crosspoint Capital Strategies first reported a position in SCHP in Q1 2015 and held it in 2 quarters. The position peaked at $16K in Q2 2015. 85 funds tracked by Wall St. Rank hold SCHP as of Q3 2015.

  • Crosspoint Capital Strategies reported no remaining Schwab US TIPS ETF position as of Q3 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 600 Schwab US TIPS ETF shares in Q3 2015, an estimated $16K.
  • Crosspoint Capital Strategies first reported a position in Schwab US TIPS ETF in Q1 2015 and held it in 2 quarters.
  • Crosspoint Capital Strategies's Schwab US TIPS ETF position peaked at $16K in Q2 2015.
  • 85 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q3 2015, filed 25 Nov 2015.