Perkins Coie Trust Company’s Schwab US TIPS ETF SCHP Stock Holding History

Perkins Coie Trust Company’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 Q2	–	Sell	-2,000	Closed	-$55K	–	332
2019 Q1	$55K	Hold	2,000	–	–	0.03%	159
2018 Q4	$53K	Hold	2,000	–	–	0.03%	154
2018 Q3	$54K	Hold	2,000	–	–	0.03%	164
2018 Q2	$55K	Hold	2,000	–	–	0.03%	161
2018 Q1	$55K	Hold	2,000	–	–	0.03%	156
2017 Q4	$55K	Hold	2,000	–	–	0.03%	158
2017 Q3	$55K	Hold	2,000	–	–	0.03%	159
2017 Q2	$55K	Hold	2,000	–	–	0.03%	159
2017 Q1	$56K	Hold	2,000	–	–	0.03%	147
2016 Q4	$55K	Hold	2,000	–	–	0.03%	145
2016 Q3	$57K	Hold	2,000	–	–	0.04%	133
2016 Q2	$56K	Hold	2,000	–	–	0.04%	133
2016 Q1	$56K	Hold	2,000	–	–	0.04%	130
2015 Q4	$53K	Hold	2,000	–	–	0.04%	121
2015 Q3	$54K	Hold	2,000	–	–	0.04%	120
2015 Q2	$54K	Hold	2,000	–	–	0.04%	129
2015 Q1	$55K	Hold	2,000	–	–	0.04%	125
2014 Q4	$54K	Hold	2,000	–	–	0.04%	115
2014 Q3	$54K	Hold	2,000	–	–	0.05%	117
2014 Q2	$56K	Hold	2,000	–	–	0.05%	109
2014 Q1	$54K	Hold	2,000	–	–	0.05%	109
2013 Q4	$53K	Buy	+2,000	New	+$53.7K	0.05%	109

Other funds holding SCHP

CSIA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Perkins Coie Trust Company's SCHP Position: Q2 2019 in Review

Perkins Coie Trust Company sold out of Schwab US TIPS ETF (SCHP) in Q2 2019, closing a stake of 2,000 shares — an estimated $55K sold.

Perkins Coie Trust Company first reported a position in SCHP in Q4 2013 and held it in 22 quarters. The position peaked at $57K in Q3 2016. 316 funds tracked by Wall St. Rank hold SCHP as of Q2 2019.

Perkins Coie Trust Company reported no remaining Schwab US TIPS ETF position as of Q2 2019 after selling out during the quarter.
Perkins Coie Trust Company sold 2,000 Schwab US TIPS ETF shares in Q2 2019, an estimated $55K.
Perkins Coie Trust Company first reported a position in Schwab US TIPS ETF in Q4 2013 and held it in 22 quarters.
Perkins Coie Trust Company's Schwab US TIPS ETF position peaked at $57K in Q3 2016.
316 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2019.

Based on Perkins Coie Trust Company's 13F filing for Q2 2019, filed 10 Jul 2019.