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Diversified Investment Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Diversified Investment 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
2017
Q4 		– Sell
-8,850
Closed -$245K – 45
2017
Q3 		$245K Sell
8,850
-2,100
-19% -$58.1K 0.24% 37
2017
Q2 		$301K Buy
10,950
+3,250
+42% +$90.1K 0.29% 35
2017
Q1 		$214K Buy
+7,700
New +$213K 0.21% 40

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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 $61.7B AUM 33.76% 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

Diversified Investment Strategies's SCHP Position: Q4 2017 in Review

Diversified Investment Strategies sold out of Schwab US TIPS ETF (SCHP) in Q4 2017, closing a stake of 8,850 shares — an estimated $245K sold.

Diversified Investment Strategies first reported a position in SCHP in Q1 2017 and held it in 3 quarters. The position peaked at $301K in Q2 2017. 244 funds tracked by Wall St. Rank hold SCHP as of Q4 2017.

  • Diversified Investment Strategies reported no remaining Schwab US TIPS ETF position as of Q4 2017 after selling out during the quarter.
  • Diversified Investment Strategies sold 8,850 Schwab US TIPS ETF shares in Q4 2017, an estimated $245K.
  • Diversified Investment Strategies first reported a position in Schwab US TIPS ETF in Q1 2017 and held it in 3 quarters.
  • Diversified Investment Strategies's Schwab US TIPS ETF position peaked at $301K in Q2 2017.
  • 244 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2017.

Based on Diversified Investment Strategies's 13F filing for Q4 2017, filed 12 Feb 2018.