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Seneca House Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Seneca House 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
2018
Q3 		– Sell
-15,264
Closed -$419K – 103
2018
Q2 		$419K Sell
15,264
-4,928
-24% -$134K 0.34% 68
2018
Q1 		$554K Buy
20,192
+2,912
+17% +$79.6K 0.46% 56
2017
Q4 		$479K Buy
+17,280
New +$478K 0.41% 64

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Seneca House Advisors's SCHP Position: Q3 2018 in Review

Seneca House Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2018, closing a stake of 15,264 shares — an estimated $419K sold.

Seneca House Advisors first reported a position in SCHP in Q4 2017 and held it in 3 quarters. The position peaked at $554K in Q1 2018. 284 funds tracked by Wall St. Rank hold SCHP as of Q3 2018.

  • Seneca House Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2018 after selling out during the quarter.
  • Seneca House Advisors sold 15,264 Schwab US TIPS ETF shares in Q3 2018, an estimated $419K.
  • Seneca House Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 3 quarters.
  • Seneca House Advisors's Schwab US TIPS ETF position peaked at $554K in Q1 2018.
  • 284 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2018.

Based on Seneca House Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.