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Pathway Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Pathway Financial 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
Q1 		– Sell
-572
Closed -$16K – 465
2017
Q4 		$16K Buy
+572
New +$15.8K 0.01% 367

Other funds holding SCHP

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CSIA
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathway Financial Advisors's SCHP Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2018, closing a stake of 572 shares — an estimated $16K sold.

Pathway Financial Advisors first reported a position in SCHP in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 254 funds tracked by Wall St. Rank hold SCHP as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 572 Schwab US TIPS ETF shares in Q1 2018, an estimated $16K.
  • Pathway Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Schwab US TIPS ETF position peaked at $16K in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.