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Highland Capital Management (Tennessee)’s Schwab US TIPS ETF SCHP Stock Holding History

Highland Capital Management (Tennessee)’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
Q4 		– Sell
-160
Closed -$4K – 505
2015
Q3 		$4K Hold
160
– – ﹤0.01% 588
2015
Q2 		$4K Buy
+160
New +$4.37K ﹤0.01% 604

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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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SCHP Position: Q4 2015 in Review

Highland Capital Management (Tennessee) sold out of Schwab US TIPS ETF (SCHP) in Q4 2015, closing a stake of 160 shares — an estimated $4K sold.

Highland Capital Management (Tennessee) first reported a position in SCHP in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 95 funds tracked by Wall St. Rank hold SCHP as of Q4 2015.

  • Highland Capital Management (Tennessee) reported no remaining Schwab US TIPS ETF position as of Q4 2015 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 160 Schwab US TIPS ETF shares in Q4 2015, an estimated $4K.
  • Highland Capital Management (Tennessee) first reported a position in Schwab US TIPS ETF in Q2 2015 and held it in 2 quarters.
  • Highland Capital Management (Tennessee)'s Schwab US TIPS ETF position peaked at $4K in Q3 2015.
  • 95 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2015.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2015, filed 27 Jan 2016.