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Mainstay Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Mainstay Capital Management’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
Q4 		– Sell
-2,624
Closed -$71K – 326
2018
Q3 		$71K Buy
2,624
+32
+1% +$871 0.04% 176
2018
Q2 		$71K Buy
2,592
+374
+17% +$10.2K 0.06% 148
2018
Q1 		$60K Sell
2,218
-6
-0.3% -$164 0.05% 147
2017
Q4 		$62K Buy
+2,224
New +$61.5K 0.05% 152

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 $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mainstay Capital Management's SCHP Position: Q4 2018 in Review

Mainstay Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2018, closing a stake of 2,624 shares — an estimated $71K sold.

Mainstay Capital Management first reported a position in SCHP in Q4 2017 and held it in 4 quarters. The position peaked at $71K in Q3 2018. 304 funds tracked by Wall St. Rank hold SCHP as of Q4 2018.

  • Mainstay Capital Management reported no remaining Schwab US TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 2,624 Schwab US TIPS ETF shares in Q4 2018, an estimated $71K.
  • Mainstay Capital Management first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 4 quarters.
  • Mainstay Capital Management's Schwab US TIPS ETF position peaked at $71K in Q3 2018.
  • 304 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.