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Kabarec Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Kabarec Financial Advisors’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 		$12K Hold
450
– – 0.01% 70
2018
Q1 		$12K Sell
450
-450
-50% -$12.3K 0.01% 72
2017
Q4 		$25K Buy
+900
New +$24.9K 0.02% 60

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
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

Kabarec Financial Advisors's SCHP Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2018 at 450 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #70.

Kabarec Financial Advisors first reported a position in SCHP in Q4 2017 and has held it in 3 quarters since. The position peaked at $25K in Q4 2017. 282 funds tracked by Wall St. Rank hold SCHP as of Q2 2018.

  • Kabarec Financial Advisors held 450 shares of Schwab US TIPS ETF worth $12K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2018.
  • Schwab US TIPS ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #70 holding.
  • Kabarec Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Schwab US TIPS ETF position peaked at $25K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.