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Girard Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Girard Securities’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
Q4 		– Sell
-145,310
Closed -$4.02M – 99
2017
Q3 		$4.02M Sell
145,310
-4,820
-3% -$133K 3.55% 5
2017
Q2 		$4.13M Buy
150,130
+89,944
+149% +$2.49M 3.1% 5
2017
Q1 		$1.67M Buy
60,186
+33,126
+122% +$915K 1.43% 14
2016
Q4 		$742K Buy
27,060
+10,820
+67% +$302K 0.65% 41
2016
Q3 		$463K Sell
16,240
-50,048
-76% -$1.42M 0.47% 57
2016
Q2 		$1.87M Buy
66,288
+4,738
+8% +$132K 1.71% 8
2016
Q1 		$1.72M Buy
61,550
+1,990
+3% +$53.8K 1.69% 7
2015
Q4 		$1.58M Buy
+59,560
New +$1.6M 1.58% 8

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

Girard Securities's SCHP Position: Q4 2017 in Review

Girard Securities sold out of Schwab US TIPS ETF (SCHP) in Q4 2017, closing a stake of 145,310 shares — an estimated $4.02M sold.

Girard Securities first reported a position in SCHP in Q4 2015 and held it in 8 quarters. The position peaked at $4.13M in Q2 2017. 244 funds tracked by Wall St. Rank hold SCHP as of Q4 2017.

  • Girard Securities reported no remaining Schwab US TIPS ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 145,310 Schwab US TIPS ETF shares in Q4 2017, an estimated $4.02M.
  • Girard Securities first reported a position in Schwab US TIPS ETF in Q4 2015 and held it in 8 quarters.
  • Girard Securities's Schwab US TIPS ETF position peaked at $4.13M in Q2 2017.
  • 244 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.