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

Peachtree 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
2015
Q3 		– Sell
-280
Closed -$8K – 221
2015
Q2 		$8K Hold
280
– – 0.01% 261
2015
Q1 		$8K Hold
280
– – 0.01% 272
2014
Q4 		$8K Hold
280
– – 0.01% 300
2014
Q3 		$8K Buy
+280
New +$7.74K 0.01% 314

Other funds holding SCHP

United Capital Financial Advisors
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
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wealthfront
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Peachtree Investment Advisors's SCHP Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2015, closing a stake of 280 shares — an estimated $8K sold.

Peachtree Investment Advisors first reported a position in SCHP in Q3 2014 and held it in 4 quarters. The position peaked at $8K in Q2 2015. 85 funds tracked by Wall St. Rank hold SCHP as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 280 Schwab US TIPS ETF shares in Q3 2015, an estimated $8K.
  • Peachtree Investment Advisors first reported a position in Schwab US TIPS ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Schwab US TIPS ETF position peaked at $8K in Q2 2015.
  • 85 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.