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St. Johns Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

St. Johns Investment Management’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
-70
Closed -$2K – 168
2019
Q1 		$2K Hold
70
– – ﹤0.01% 154
2018
Q4 		$2K Sell
70
-190
-73% -$5.05K ﹤0.01% 148
2018
Q3 		$7K Hold
260
– – 0.01% 133
2018
Q2 		$7K Hold
260
– – 0.01% 141
2018
Q1 		$7K Sell
260
-380
-59% -$10.4K 0.01% 143
2017
Q4 		$18K Sell
640
-3,572
-85% -$98.8K 0.01% 112
2017
Q3 		$116K Sell
4,212
-388
-8% -$10.7K 0.09% 87
2017
Q2 		$127K Buy
4,600
+290
+7% +$8.04K 0.1% 86
2017
Q1 		$120K Buy
4,310
+2,710
+169% +$74.8K 0.1% 83
2016
Q4 		$44K Buy
+1,600
New +$44.6K 0.04% 98

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

St. Johns Investment Management's SCHP Position: Q2 2019 in Review

St. Johns Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2019, closing a stake of 70 shares — an estimated $2K sold.

St. Johns Investment Management first reported a position in SCHP in Q4 2016 and held it in 10 quarters. The position peaked at $127K in Q2 2017. 316 funds tracked by Wall St. Rank hold SCHP as of Q2 2019.

  • St. Johns Investment Management reported no remaining Schwab US TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • St. Johns Investment Management sold 70 Schwab US TIPS ETF shares in Q2 2019, an estimated $2K.
  • St. Johns Investment Management first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 10 quarters.
  • St. Johns Investment Management's Schwab US TIPS ETF position peaked at $127K in Q2 2017.
  • 316 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2019.

Based on St. Johns Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.