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FutureAdvisor’s Schwab US TIPS ETF SCHP Stock Holding History

FutureAdvisor’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
2015
Q3 		$329K Sell
12,250
-1,092
-8% -$29.5K 0.05% 46
2015
Q2 		$361K Buy
13,342
+684
+5% +$18.7K 0.06% 44
2015
Q1 		$347K Buy
+12,658
New +$347K 0.08% 45

Other funds holding SCHP

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FutureAdvisor's SCHP Position: Q3 2015 in Review

FutureAdvisor reduced its Schwab US TIPS ETF (SCHP) stake by 8.2% in Q3 2015, selling an estimated $29.5K and leaving 12,250 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #46.

FutureAdvisor first reported a position in SCHP in Q1 2015 and has held it in 3 quarters since. The position peaked at $361K in Q2 2015. 85 funds tracked by Wall St. Rank hold SCHP as of Q3 2015.

  • FutureAdvisor held 12,250 shares of Schwab US TIPS ETF worth $329K as of Q3 2015.
  • FutureAdvisor sold 1,092 Schwab US TIPS ETF shares in Q3 2015, an estimated $29.5K.
  • Schwab US TIPS ETF made up 0.05% of FutureAdvisor's portfolio in Q3 2015, its #46 holding.
  • FutureAdvisor first reported a position in Schwab US TIPS ETF in Q1 2015 and has held it in 3 quarters since.
  • FutureAdvisor's Schwab US TIPS ETF position peaked at $361K in Q2 2015.
  • 85 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.