Essex Savings Bank’s Schwab US TIPS ETF SCHP Stock Holding History

Essex Savings Bank’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	-1,120	Closed	-$32K	–	525
2019 Q2	$32K	Buy	1,120 +720	+180%	+$19.9K	0.01%	510
2019 Q1	$11K	Hold	400	–	–	0.01%	497
2018 Q4	$11K	Buy	+400	New	+$10.6K	0.01%	503

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Essex Savings Bank's SCHP Position: Q3 2019 in Review

Essex Savings Bank sold out of Schwab US TIPS ETF (SCHP) in Q3 2019, closing a stake of 1,120 shares — an estimated $32K sold.

Essex Savings Bank first reported a position in SCHP in Q4 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2019. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

Essex Savings Bank reported no remaining Schwab US TIPS ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,120 Schwab US TIPS ETF shares in Q3 2019, an estimated $32K.
Essex Savings Bank first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Schwab US TIPS ETF position peaked at $32K in Q2 2019.
336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.