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First Capital Advisors Group’s Schwab US TIPS ETF SCHP Stock Holding History

First Capital Advisors Group’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
Q3 		– Sell
-10,588
Closed -$291K – 163
2017
Q2 		$291K Buy
+10,588
New +$294K 0.2% 118

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 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
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Capital Advisors Group's SCHP Position: Q3 2017 in Review

First Capital Advisors Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2017, closing a stake of 10,588 shares — an estimated $291K sold.

First Capital Advisors Group first reported a position in SCHP in Q2 2017 and held it in 1 quarter. The position peaked at $291K in Q2 2017. 201 funds tracked by Wall St. Rank hold SCHP as of Q3 2017.

  • First Capital Advisors Group reported no remaining Schwab US TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • First Capital Advisors Group sold 10,588 Schwab US TIPS ETF shares in Q3 2017, an estimated $291K.
  • First Capital Advisors Group first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 1 quarter.
  • First Capital Advisors Group's Schwab US TIPS ETF position peaked at $291K in Q2 2017.
  • 201 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2017.

Based on First Capital Advisors Group's 13F filing for Q3 2017, filed 31 Oct 2017.