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Dorsey & Whitney Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Dorsey & Whitney 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
2018
Q4 		– Sell
-7,982
Closed -$215K – 425
2018
Q3 		$215K Hold
7,982
– – 0.03% 370
2018
Q2 		$219K Hold
7,982
– – 0.04% 342
2018
Q1 		$219K Buy
+7,982
New +$218K 0.04% 322

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dorsey & Whitney Trust's SCHP Position: Q4 2018 in Review

Dorsey & Whitney Trust sold out of Schwab US TIPS ETF (SCHP) in Q4 2018, closing a stake of 7,982 shares — an estimated $215K sold.

Dorsey & Whitney Trust first reported a position in SCHP in Q1 2018 and held it in 3 quarters. The position peaked at $219K in Q2 2018. 304 funds tracked by Wall St. Rank hold SCHP as of Q4 2018.

  • Dorsey & Whitney Trust reported no remaining Schwab US TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 7,982 Schwab US TIPS ETF shares in Q4 2018, an estimated $215K.
  • Dorsey & Whitney Trust first reported a position in Schwab US TIPS ETF in Q1 2018 and held it in 3 quarters.
  • Dorsey & Whitney Trust's Schwab US TIPS ETF position peaked at $219K in Q2 2018.
  • 304 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2018.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2018, filed 25 Jan 2019.