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Live Your Vision’s Schwab US TIPS ETF SCHP Stock Holding History

Live Your Vision’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
Q1 		$138K Sell
5,040
-25,918
-84% -$699K 0.04% 83
2018
Q4 		$831K Buy
30,958
+4,580
+17% +$122K 0.28% 40
2018
Q3 		$712K Buy
26,378
+582
+2% +$15.8K 0.23% 39
2018
Q2 		$708K Buy
25,796
+850
+3% +$23.2K 0.23% 39
2018
Q1 		$683K Buy
24,946
+984
+4% +$26.9K 0.23% 40
2017
Q4 		$658K Buy
23,962
+1,916
+9% +$53K 0.22% 43
2017
Q3 		$609K Sell
22,046
-12
-0.1% -$332 0.22% 43
2017
Q2 		$609K Buy
22,058
+866
+4% +$24K 0.23% 42
2017
Q1 		$588K Sell
21,192
-2,774
-12% -$76.6K 0.23% 44
2016
Q4 		$657K Sell
23,966
-4,876
-17% -$136K 0.28% 42
2016
Q3 		$823K Buy
28,842
+1,306
+5% +$37K 0.35% 38
2016
Q2 		$778K Buy
27,536
+1,998
+8% +$55.5K 0.35% 38
2016
Q1 		$709K Buy
25,538
+1,892
+8% +$51.2K 0.34% 37
2015
Q4 		$628K Buy
23,646
+1,776
+8% +$47.6K 0.3% 46
2015
Q3 		$587K Sell
21,870
-562
-3% -$15.2K 0.28% 43
2015
Q2 		$606K Buy
22,432
+1,408
+7% +$38.5K 0.28% 40
2015
Q1 		$577K Buy
21,024
+346
+2% +$9.49K 0.27% 39
2014
Q4 		$564K Buy
20,678
+1,506
+8% +$41.1K 0.28% 37
2014
Q3 		$528K Sell
19,172
-1,748
-8% -$48.3K 0.28% 35
2014
Q2 		$583K Buy
20,920
+1,952
+10% +$53.6K 0.31% 32
2014
Q1 		$512K Buy
18,968
+3,568
+23% +$96.1K 0.27% 31
2013
Q4 		$406K Buy
+15,400
New +$414K 0.22% 31

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Live Your Vision's SCHP Position: Q1 2019 in Review

Live Your Vision reduced its Schwab US TIPS ETF (SCHP) stake by 84% in Q1 2019, selling an estimated $699K and leaving 5,040 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #83.

Live Your Vision first reported a position in SCHP in Q4 2013 and has held it in 22 quarters since. The position peaked at $831K in Q4 2018. 317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

  • Live Your Vision held 5,040 shares of Schwab US TIPS ETF worth $138K as of Q1 2019.
  • Live Your Vision sold 25,918 Schwab US TIPS ETF shares in Q1 2019, an estimated $699K.
  • Schwab US TIPS ETF made up 0.04% of Live Your Vision's portfolio in Q1 2019, its #83 holding.
  • Live Your Vision first reported a position in Schwab US TIPS ETF in Q4 2013 and has held it in 22 quarters since.
  • Live Your Vision's Schwab US TIPS ETF position peaked at $831K in Q4 2018.
  • 317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.