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Founders Bank & Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Founders Bank & 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
2014
Q1 		– Sell
-54
Closed -$1K – 385
2013
Q4 		$1K Buy
+54
New +$1.45K ﹤0.01% 387

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CSIA
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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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Founders Bank & Trust's SCHP Position: Q1 2014 in Review

Founders Bank & Trust sold out of Schwab US TIPS ETF (SCHP) in Q1 2014, closing a stake of 54 shares — an estimated $1K sold.

Founders Bank & Trust first reported a position in SCHP in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 43 funds tracked by Wall St. Rank hold SCHP as of Q1 2014.

  • Founders Bank & Trust reported no remaining Schwab US TIPS ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 54 Schwab US TIPS ETF shares in Q1 2014, an estimated $1K.
  • Founders Bank & Trust first reported a position in Schwab US TIPS ETF in Q4 2013 and held it in 1 quarter.
  • Founders Bank & Trust's Schwab US TIPS ETF position peaked at $1K in Q4 2013.
  • 43 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.