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Jentner Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Jentner Corp’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
Q4 		– Sell
-14,880
Closed -$422K – 40
2019
Q3 		$422K Sell
14,880
-110
-0.7% -$3.12K 0.34% 20
2019
Q2 		$422K Sell
14,990
-114
-0.8% -$3.16K 0.35% 17
2019
Q1 		$415K Sell
15,104
-546
-3% -$14.7K 0.34% 16
2018
Q4 		$417K Buy
15,650
+350
+2% +$9.31K 0.38% 15
2018
Q3 		$413K Buy
15,300
+722
+5% +$19.7K 0.34% 15
2018
Q2 		$400K Buy
14,578
+328
+2% +$8.95K 0.33% 16
2018
Q1 		$391K Sell
14,250
-162
-1% -$4.43K 0.34% 17
2017
Q4 		$398K Buy
14,412
+64
+0.4% +$1.77K 0.35% 16
2017
Q3 		$396K Buy
14,348
+1,150
+9% +$31.8K 0.36% 19
2017
Q2 		$363K Sell
13,198
-712
-5% -$19.7K 0.34% 19
2017
Q1 		$386K Buy
13,910
+564
+4% +$15.6K 0.38% 15
2016
Q4 		$366K Buy
+13,346
New +$372K 0.37% 15

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jentner Corp's SCHP Position: Q4 2019 in Review

Jentner Corp sold out of Schwab US TIPS ETF (SCHP) in Q4 2019, closing a stake of 14,880 shares — an estimated $422K sold.

Jentner Corp first reported a position in SCHP in Q4 2016 and held it in 12 quarters. The position peaked at $422K in Q3 2019. 379 funds tracked by Wall St. Rank hold SCHP as of Q4 2019.

  • Jentner Corp reported no remaining Schwab US TIPS ETF position as of Q4 2019 after selling out during the quarter.
  • Jentner Corp sold 14,880 Schwab US TIPS ETF shares in Q4 2019, an estimated $422K.
  • Jentner Corp first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 12 quarters.
  • Jentner Corp's Schwab US TIPS ETF position peaked at $422K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2019.

Based on Jentner Corp's 13F filing for Q4 2019, filed 16 Jan 2020.