MSFP
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Mark Sheptoff Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q3 		– Sell
-2,272
Closed -$64K – 372
2016
Q2 		$64K Buy
+2,272
New +$63.2K 0.05% 144

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

Mark Sheptoff Financial Planning's SCHP Position: Q3 2016 in Review

Mark Sheptoff Financial Planning sold out of Schwab US TIPS ETF (SCHP) in Q3 2016, closing a stake of 2,272 shares — an estimated $64K sold.

Mark Sheptoff Financial Planning first reported a position in SCHP in Q2 2016 and held it in 1 quarter. The position peaked at $64K in Q2 2016. 113 funds tracked by Wall St. Rank hold SCHP as of Q3 2016.

  • Mark Sheptoff Financial Planning reported no remaining Schwab US TIPS ETF position as of Q3 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,272 Schwab US TIPS ETF shares in Q3 2016, an estimated $64K.
  • Mark Sheptoff Financial Planning first reported a position in Schwab US TIPS ETF in Q2 2016 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Schwab US TIPS ETF position peaked at $64K in Q2 2016.
  • 113 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2016, filed 7 Nov 2016.