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Lavaca Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Lavaca Capital’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
Q2 		– Sell
-114
Closed -$3K – 304
2019
Q1 		$3K Hold
114
– – ﹤0.01% 349
2018
Q4 		$3K Buy
+114
New +$3.03K ﹤0.01% 321

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Lavaca Capital's SCHP Position: Q2 2019 in Review

Lavaca Capital sold out of Schwab US TIPS ETF (SCHP) in Q2 2019, closing a stake of 114 shares — an estimated $3K sold.

Lavaca Capital first reported a position in SCHP in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 316 funds tracked by Wall St. Rank hold SCHP as of Q2 2019.

  • Lavaca Capital reported no remaining Schwab US TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 114 Schwab US TIPS ETF shares in Q2 2019, an estimated $3K.
  • Lavaca Capital first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 2 quarters.
  • Lavaca Capital's Schwab US TIPS ETF position peaked at $3K in Q1 2019.
  • 316 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.