Proficio Capital Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-54	Closed	-$2K	–	1264
2019 Q2	$2K	Hold	54	–	–	﹤0.01%	1587
2019 Q1	$1K	Hold	54	–	–	﹤0.01%	1583
2018 Q4	$1K	Hold	54	–	–	﹤0.01%	1137
2018 Q3	$1K	Hold	54	–	–	﹤0.01%	1195
2018 Q2	$1K	Buy	+54	New	+$1.47K	﹤0.01%	1228

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Proficio Capital Partners's SCHP Position: Q3 2019 in Review

Proficio Capital Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2019, closing a stake of 54 shares — an estimated $2K sold.

Proficio Capital Partners first reported a position in SCHP in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

Proficio Capital Partners reported no remaining Schwab US TIPS ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 54 Schwab US TIPS ETF shares in Q3 2019, an estimated $2K.
Proficio Capital Partners first reported a position in Schwab US TIPS ETF in Q2 2018 and held it in 5 quarters.
Proficio Capital Partners's Schwab US TIPS ETF position peaked at $2K in Q2 2019.
336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.