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Ironwood Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-770
Closed -$21K – 272
2017
Q3 		$21K Hold
770
– – 0.01% 144
2017
Q2 		$21K Hold
770
– – 0.01% 134
2017
Q1 		$21K Hold
770
– – 0.01% 132
2016
Q4 		$21K Hold
770
– – 0.01% 131
2016
Q3 		$22K Hold
770
– – 0.02% 129
2016
Q2 		$22K Hold
770
– – 0.02% 128
2016
Q1 		$21K Buy
+770
New +$20.8K 0.02% 131
2015
Q3 		$21K Hold
770
– – 0.01% 168
2015
Q2 		$21K Hold
770
– – 0.01% 162
2015
Q1 		$21K Hold
770
– – 0.01% 158
2014
Q4 		$21K Buy
+770
New +$21K 0.01% 133

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Ironwood Financial's SCHP Position: Q4 2017 in Review

Ironwood Financial sold out of Schwab US TIPS ETF (SCHP) in Q4 2017, closing a stake of 770 shares — an estimated $21K sold.

Ironwood Financial first reported a position in SCHP in Q4 2014 and held it in 11 quarters. The position peaked at $22K in Q3 2016. 244 funds tracked by Wall St. Rank hold SCHP as of Q4 2017.

  • Ironwood Financial reported no remaining Schwab US TIPS ETF position as of Q4 2017 after selling out during the quarter.
  • Ironwood Financial sold 770 Schwab US TIPS ETF shares in Q4 2017, an estimated $21K.
  • Ironwood Financial first reported a position in Schwab US TIPS ETF in Q4 2014 and held it in 11 quarters.
  • Ironwood Financial's Schwab US TIPS ETF position peaked at $22K in Q3 2016.
  • 244 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2017.

Based on Ironwood Financial's 13F filing for Q4 2017, filed 29 Jan 2018.