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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US TIPS ETF SCHP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-908
Closed -$25K – 498
2016
Q4 		$25K Buy
908
+6
+0.7% +$167 0.01% 224
2016
Q3 		$25K Buy
+902
New +$25.6K 0.01% 215

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PAG
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UBS AM
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AWE
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VIA
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MIS
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MCM
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Genovese Burford & Brothers Wealth & Retirement Plan Management's SCHP Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2017, closing a stake of 908 shares — an estimated $25K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCHP in Q3 2016 and held it in 2 quarters. The position peaked at $25K in Q4 2016. 173 funds tracked by Wall St. Rank hold SCHP as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab US TIPS ETF position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 908 Schwab US TIPS ETF shares in Q1 2017, an estimated $25K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab US TIPS ETF in Q3 2016 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab US TIPS ETF position peaked at $25K in Q4 2016.
  • 173 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.