NEXT Financial Holdings’s Schwab US TIPS ETF SCHP Stock Holding History

NEXT Financial Holdings’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	$99K	Buy	+3,600	New	+$97.2K	0.03%	538

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEXT Financial Holdings's SCHP Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2019: 3,600 shares worth $99K. The stake represents 0.03% of the portfolio and ranks #538 among its holdings.

317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

NEXT Financial Holdings held 3,600 shares of Schwab US TIPS ETF worth $99K as of Q1 2019.
Schwab US TIPS ETF was a new NEXT Financial Holdings position in Q1 2019.
Schwab US TIPS ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #538 holding.
317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.