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Stockman Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Stockman Wealth 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
-7,390
Closed -$203K – 160
2019
Q1 		$203K Sell
7,390
-11,950
-62% -$323K 0.09% 138
2018
Q4 		$515K Buy
19,340
+4,950
+34% +$132K 0.25% 76
2018
Q3 		$388K Buy
14,390
+3,400
+31% +$92.6K 0.17% 99
2018
Q2 		$302K Buy
10,990
+590
+6% +$16.1K 0.14% 110
2018
Q1 		$285K Sell
10,400
-200
-2% -$5.47K 0.13% 117
2017
Q4 		$294K Sell
10,600
-100
-0.9% -$2.77K 0.13% 117
2017
Q3 		$296K Sell
10,700
-3,600
-25% -$99.7K 0.14% 112
2017
Q2 		$394K Buy
14,300
+1,000
+8% +$27.7K 0.39% 74
2017
Q1 		$369K Buy
13,300
+700
+6% +$19.3K 0.21% 93
2016
Q4 		$345K Buy
+12,600
New +$351K 0.21% 89

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

Stockman Wealth Management's SCHP Position: Q2 2019 in Review

Stockman Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2019, closing a stake of 7,390 shares — an estimated $203K sold.

Stockman Wealth Management first reported a position in SCHP in Q4 2016 and held it in 10 quarters. The position peaked at $515K in Q4 2018. 316 funds tracked by Wall St. Rank hold SCHP as of Q2 2019.

  • Stockman Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • Stockman Wealth Management sold 7,390 Schwab US TIPS ETF shares in Q2 2019, an estimated $203K.
  • Stockman Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 10 quarters.
  • Stockman Wealth Management's Schwab US TIPS ETF position peaked at $515K in Q4 2018.
  • 316 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2019.

Based on Stockman Wealth Management's 13F filing for Q2 2019, filed 8 Aug 2019.