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Strategic Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Strategic 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
2019
Q1 		– Sell
-10,598
Closed -$282K – 162
2018
Q4 		$282K Sell
10,598
-90,174
-89% -$2.4M 0.12% 123
2018
Q3 		$2.72M Buy
100,772
+3,570
+4% +$97.2K 1% 30
2018
Q2 		$2.67M Buy
97,202
+4,224
+5% +$115K 1.07% 29
2018
Q1 		$2.55M Buy
92,978
+6,256
+7% +$171K 1.06% 29
2017
Q4 		$2.4M Buy
86,722
+11,466
+15% +$317K 0.98% 33
2017
Q3 		$2.08M Buy
75,256
+3,630
+5% +$101K 0.9% 36
2017
Q2 		$1.97M Buy
+71,626
New +$1.99M 0.9% 37

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 $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Advisors's SCHP Position: Q1 2019 in Review

Strategic Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2019, closing a stake of 10,598 shares — an estimated $282K sold.

Strategic Advisors first reported a position in SCHP in Q2 2017 and held it in 7 quarters. The position peaked at $2.72M in Q3 2018. 317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

  • Strategic Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2019 after selling out during the quarter.
  • Strategic Advisors sold 10,598 Schwab US TIPS ETF shares in Q1 2019, an estimated $282K.
  • Strategic Advisors first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 7 quarters.
  • Strategic Advisors's Schwab US TIPS ETF position peaked at $2.72M in Q3 2018.
  • 317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on Strategic Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.