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Placemark Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-11,624
Closed -$315K – 1687
2014
Q3 		$315K Buy
+11,624
New +$321K 0.01% 1377

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FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Placemark Investments's SCHP Position: Q4 2014 in Review

Placemark Investments sold out of Schwab US TIPS ETF (SCHP) in Q4 2014, closing a stake of 11,624 shares — an estimated $315K sold.

Placemark Investments first reported a position in SCHP in Q3 2014 and held it in 1 quarter. The position peaked at $315K in Q3 2014. 74 funds tracked by Wall St. Rank hold SCHP as of Q4 2014.

  • Placemark Investments reported no remaining Schwab US TIPS ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 11,624 Schwab US TIPS ETF shares in Q4 2014, an estimated $315K.
  • Placemark Investments first reported a position in Schwab US TIPS ETF in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's Schwab US TIPS ETF position peaked at $315K in Q3 2014.
  • 74 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.