SFPIA
SCHP icon

Stevens First Principles Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Stevens First Principles Investment 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
2013
Q4 		– Sell
-2,700
Closed -$73K – 223
2013
Q3 		$73K Hold
2,700
– – 0.04% 124
2013
Q2 		$73K Buy
+2,700
New +$76.7K 0.05% 116

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

Stevens First Principles Investment Advisors's SCHP Position: Q4 2013 in Review

Stevens First Principles Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2013, closing a stake of 2,700 shares — an estimated $73K sold.

Stevens First Principles Investment Advisors first reported a position in SCHP in Q2 2013 and held it in 2 quarters. The position peaked at $73K in Q3 2013. 42 funds tracked by Wall St. Rank hold SCHP as of Q4 2013.

  • Stevens First Principles Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2013 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 2,700 Schwab US TIPS ETF shares in Q4 2013, an estimated $73K.
  • Stevens First Principles Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Schwab US TIPS ETF position peaked at $73K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2013.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2013, filed 7 Feb 2014.