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Integrated Investment Consultants’s Schwab US TIPS ETF SCHP Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-1,622
Closed -$45K – 600
2018
Q1 		$45K Buy
+1,622
New +$44.4K 0.02% 447

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

Integrated Investment Consultants's SCHP Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Schwab US TIPS ETF (SCHP) in Q2 2018, closing a stake of 1,622 shares — an estimated $45K sold.

Integrated Investment Consultants first reported a position in SCHP in Q1 2018 and held it in 1 quarter. The position peaked at $45K in Q1 2018. 282 funds tracked by Wall St. Rank hold SCHP as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Schwab US TIPS ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,622 Schwab US TIPS ETF shares in Q2 2018, an estimated $45K.
  • Integrated Investment Consultants first reported a position in Schwab US TIPS ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Schwab US TIPS ETF position peaked at $45K in Q1 2018.
  • 282 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.