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Gupta Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Gupta Wealth 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
2016
Q1 		$342K Buy
12,306
+284
+2% +$7.68K 0.08% 176
2015
Q4 		$319K Hold
12,022
– – 0.08% 184
2015
Q3 		$323K Sell
12,022
-720
-6% -$19.4K 0.08% 180
2015
Q2 		$345K Hold
12,742
– – 0.08% 185
2015
Q1 		$350K Buy
+12,742
New +$349K 0.1% 157

Other funds holding SCHP

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gupta Wealth Management's SCHP Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 2.4% in Q1 2016, buying an estimated $7.68K and bringing the position to 12,306 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #176.

Gupta Wealth Management first reported a position in SCHP in Q1 2015 and has held it in 5 quarters since. The position peaked at $350K in Q1 2015. 99 funds tracked by Wall St. Rank hold SCHP as of Q1 2016.

  • Gupta Wealth Management held 12,306 shares of Schwab US TIPS ETF worth $342K as of Q1 2016.
  • Gupta Wealth Management bought 284 Schwab US TIPS ETF shares in Q1 2016, an estimated $7.68K.
  • Schwab US TIPS ETF made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #176 holding.
  • Gupta Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Schwab US TIPS ETF position peaked at $350K in Q1 2015.
  • 99 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.