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Independent Portfolio Consultants’s Schwab US TIPS ETF SCHP Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-612
Closed -$17K – 895
2016
Q4 		$17K Buy
+612
New +$17.1K 0.01% 640

Other funds holding SCHP

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $952M AUM 13.93% 1-Year Est. Return

Independent Portfolio Consultants's SCHP Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Schwab US TIPS ETF (SCHP) in Q1 2017, closing a stake of 612 shares — an estimated $17K sold.

Independent Portfolio Consultants first reported a position in SCHP in Q4 2016 and held it in 1 quarter. The position peaked at $17K in Q4 2016. 173 funds tracked by Wall St. Rank hold SCHP as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Schwab US TIPS ETF position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 612 Schwab US TIPS ETF shares in Q1 2017, an estimated $17K.
  • Independent Portfolio Consultants first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's Schwab US TIPS ETF position peaked at $17K in Q4 2016.
  • 173 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.