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National Planning Corporation’s Schwab US TIPS ETF SCHP Stock Holding History

National Planning Corporation’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
Q2 		– Sell
-9,534
Closed -$265K – 683
2016
Q1 		$265K Sell
9,534
-15,830
-62% -$428K 0.02% 500
2015
Q4 		$684K Sell
25,364
-800
-3% -$21.5K 0.06% 328
2015
Q3 		$702K Sell
26,164
-550
-2% -$14.8K 0.06% 277
2015
Q2 		$726K Buy
+26,714
New +$730K 0.07% 276

Other funds holding SCHP

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

National Planning Corporation's SCHP Position: Q2 2016 in Review

National Planning Corporation sold out of Schwab US TIPS ETF (SCHP) in Q2 2016, closing a stake of 9,534 shares — an estimated $265K sold.

National Planning Corporation first reported a position in SCHP in Q2 2015 and held it in 4 quarters. The position peaked at $726K in Q2 2015. 110 funds tracked by Wall St. Rank hold SCHP as of Q2 2016.

  • National Planning Corporation reported no remaining Schwab US TIPS ETF position as of Q2 2016 after selling out during the quarter.
  • National Planning Corporation sold 9,534 Schwab US TIPS ETF shares in Q2 2016, an estimated $265K.
  • National Planning Corporation first reported a position in Schwab US TIPS ETF in Q2 2015 and held it in 4 quarters.
  • National Planning Corporation's Schwab US TIPS ETF position peaked at $726K in Q2 2015.
  • 110 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2016.

Based on National Planning Corporation's 13F filing for Q2 2016, filed 9 Aug 2016.