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Doyle Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-4
Closed – – 652
2019
Q2 		$0 Buy
+4
New +$111 ﹤0.01% 850
2019
Q1 		– Sell
-4
Closed – – 636
2018
Q4 		$0 Buy
+4
New +$106 ﹤0.01% 865

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Doyle Wealth Management's SCHP Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2019, closing a stake of 4 shares.

Doyle Wealth Management first reported a position in SCHP in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2019. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 4 Schwab US TIPS ETF shares in Q3 2019.
  • Doyle Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab US TIPS ETF position peaked at $0 in Q2 2019.
  • 336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.