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Guidant Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$113K Buy
3,978
+18
+0.5% +$510 0.04% 134
2019
Q2 		$112K Buy
3,960
+10
+0.3% +$277 0.04% 137
2019
Q1 		$109K Buy
+3,950
New +$107K 0.04% 139

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Guidant Wealth Advisors's SCHP Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 0.45% in Q3 2019, buying an estimated $510 and bringing the position to 3,978 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #134.

Guidant Wealth Advisors first reported a position in SCHP in Q1 2019 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

  • Guidant Wealth Advisors held 3,978 shares of Schwab US TIPS ETF worth $113K as of Q3 2019.
  • Guidant Wealth Advisors bought 18 Schwab US TIPS ETF shares in Q3 2019, an estimated $510.
  • Schwab US TIPS ETF made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #134 holding.
  • Guidant Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.