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HL Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

HL Financial Services’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
Q1 		$268K Buy
9,752
+374
+4% +$10.1K ﹤0.01% 646
2018
Q4 		$250K Buy
+9,378
New +$249K ﹤0.01% 643

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HL Financial Services's SCHP Position: Q1 2019 in Review

HL Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 4% in Q1 2019, buying an estimated $10.1K and bringing the position to 9,752 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

HL Financial Services first reported a position in SCHP in Q4 2018 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

  • HL Financial Services held 9,752 shares of Schwab US TIPS ETF worth $268K as of Q1 2019.
  • HL Financial Services bought 374 Schwab US TIPS ETF shares in Q1 2019, an estimated $10.1K.
  • Schwab US TIPS ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #646 holding.
  • HL Financial Services first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.