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Stifel Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Stifel Trust’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
2014
Q3 		$17K Buy
+610
New +$16.9K ﹤0.01% 367

Other funds holding SCHP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Stifel Trust's SCHP Position: Q3 2014 in Review

Stifel Trust opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2014: 610 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings.

59 funds tracked by Wall St. Rank hold SCHP as of Q3 2014.

  • Stifel Trust held 610 shares of Schwab US TIPS ETF worth $17K as of Q3 2014.
  • Schwab US TIPS ETF was a new Stifel Trust position in Q3 2014.
  • Schwab US TIPS ETF made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #367 holding.
  • 59 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.