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TD Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

TD Capital 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
2017
Q2 		– Sell
-132
Closed -$4K – 184
2017
Q1 		$4K Hold
132
– – ﹤0.01% 145
2016
Q4 		$4K Buy
+132
New +$3.68K ﹤0.01% 142

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TD Capital Management's SCHP Position: Q2 2017 in Review

TD Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2017, closing a stake of 132 shares — an estimated $4K sold.

TD Capital Management first reported a position in SCHP in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 189 funds tracked by Wall St. Rank hold SCHP as of Q2 2017.

  • TD Capital Management reported no remaining Schwab US TIPS ETF position as of Q2 2017 after selling out during the quarter.
  • TD Capital Management sold 132 Schwab US TIPS ETF shares in Q2 2017, an estimated $4K.
  • TD Capital Management first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 2 quarters.
  • TD Capital Management's Schwab US TIPS ETF position peaked at $4K in Q1 2017.
  • 189 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2017.

Based on TD Capital Management's 13F filing for Q2 2017, filed 11 Jul 2017.