MWP
SCHP icon

MYCIO Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

MYCIO Wealth Partners’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
2013
Q3 		– Sell
-1,800
Closed -$48K – 560
2013
Q2 		$48K Buy
+1,800
New +$51.1K 0.01% 233

Other funds holding SCHP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

MYCIO Wealth Partners's SCHP Position: Q3 2013 in Review

MYCIO Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2013, closing a stake of 1,800 shares — an estimated $48K sold.

MYCIO Wealth Partners first reported a position in SCHP in Q2 2013 and held it in 1 quarter. The position peaked at $48K in Q2 2013. 37 funds tracked by Wall St. Rank hold SCHP as of Q3 2013.

  • MYCIO Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q3 2013 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,800 Schwab US TIPS ETF shares in Q3 2013, an estimated $48K.
  • MYCIO Wealth Partners first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 1 quarter.
  • MYCIO Wealth Partners's Schwab US TIPS ETF position peaked at $48K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2013.

Based on MYCIO Wealth Partners's 13F filing for Q3 2013, filed 14 Nov 2013.