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

Evercore 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
2018 Q3	–	Sell	-10,482	Closed	-$288K	–	438
2018 Q2	$288K	Buy	+10,482	New	+$286K	0.01%	334
2018 Q1	–	Sell	-900	Closed	-$25K	–	712
2017 Q4	$25K	Hold	900	–	–	﹤0.01%	690
2017 Q3	$25K	Hold	900	–	–	﹤0.01%	674
2017 Q2	$25K	Hold	900	–	–	﹤0.01%	683
2017 Q1	$25K	Buy	+900	New	+$24.9K	﹤0.01%	723

Other funds holding SCHP

CSIA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

UCFA

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Evercore Wealth Management's SCHP Position: Q3 2018 in Review

Evercore Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2018, closing a stake of 10,482 shares — an estimated $288K sold.

Evercore Wealth Management first reported a position in SCHP in Q1 2017 and held it in 5 quarters. The position peaked at $288K in Q2 2018. 284 funds tracked by Wall St. Rank hold SCHP as of Q3 2018.

Evercore Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2018 after selling out during the quarter.
Evercore Wealth Management sold 10,482 Schwab US TIPS ETF shares in Q3 2018, an estimated $288K.
Evercore Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2017 and held it in 5 quarters.
Evercore Wealth Management's Schwab US TIPS ETF position peaked at $288K in Q2 2018.
284 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.