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Mosaic Family Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Mosaic Family Wealth’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 		– Sell
-360
Closed -$10K – 714
2018
Q4 		$10K Sell
360
-66
-15% -$1.76K ﹤0.01% 488
2018
Q3 		$11K Sell
426
-820
-66% -$22.3K ﹤0.01% 491
2018
Q2 		$34K Sell
1,246
-74
-6% -$2.02K 0.01% 363
2018
Q1 		$36K Buy
1,320
+438
+50% +$12K 0.01% 351
2017
Q4 		$24K Buy
+882
New +$24.4K 0.01% 422

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

Mosaic Family Wealth's SCHP Position: Q1 2019 in Review

Mosaic Family Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2019, closing a stake of 360 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in SCHP in Q4 2017 and held it in 5 quarters. The position peaked at $36K in Q1 2018. 317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

  • Mosaic Family Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 360 Schwab US TIPS ETF shares in Q1 2019, an estimated $10K.
  • Mosaic Family Wealth first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 5 quarters.
  • Mosaic Family Wealth's Schwab US TIPS ETF position peaked at $36K in Q1 2018.
  • 317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.