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Retirement Planning Group (Kansas)’s Schwab US TIPS ETF SCHP Stock Holding History

Retirement Planning Group (Kansas)’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
2013
Q3 		– Sell
-104,582
Closed -$2.81M – 80
2013
Q2 		$2.81M Buy
+104,582
New +$2.97M 1.16% 24

Other funds holding SCHP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCHP Position: Q3 2013 in Review

Retirement Planning Group (Kansas) sold out of Schwab US TIPS ETF (SCHP) in Q3 2013, closing a stake of 104,582 shares — an estimated $2.81M sold.

Retirement Planning Group (Kansas) first reported a position in SCHP in Q2 2013 and held it in 1 quarter. The position peaked at $2.81M in Q2 2013. 37 funds tracked by Wall St. Rank hold SCHP as of Q3 2013.

  • Retirement Planning Group (Kansas) reported no remaining Schwab US TIPS ETF position as of Q3 2013 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 104,582 Schwab US TIPS ETF shares in Q3 2013, an estimated $2.81M.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s Schwab US TIPS ETF position peaked at $2.81M in Q2 2013.
  • 37 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2013.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2013, filed 25 Oct 2013.