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Mountain Capital Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-217,062
Closed -$5.96M – 50
2018
Q2 		$5.96M Buy
217,062
+8,322
+4% +$227K 5.82% 5
2018
Q1 		$5.73M Buy
208,740
+12,874
+7% +$352K 6.21% 4
2017
Q4 		$5.43M Buy
195,866
+11,618
+6% +$321K 5.24% 5
2017
Q3 		$5.09M Buy
184,248
+15,228
+9% +$422K 4.52% 6
2017
Q2 		$4.65M Buy
+169,020
New +$4.69M 4.56% 6

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
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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Mountain Capital Investment Advisors's SCHP Position: Q3 2018 in Review

Mountain Capital Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2018, closing a stake of 217,062 shares — an estimated $5.96M sold.

Mountain Capital Investment Advisors first reported a position in SCHP in Q2 2017 and held it in 5 quarters. The position peaked at $5.96M in Q2 2018. 284 funds tracked by Wall St. Rank hold SCHP as of Q3 2018.

  • Mountain Capital Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2018 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 217,062 Schwab US TIPS ETF shares in Q3 2018, an estimated $5.96M.
  • Mountain Capital Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Schwab US TIPS ETF position peaked at $5.96M in Q2 2018.
  • 284 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2018.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2018, filed 16 Oct 2018.