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

Twele 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
2015 Q3	–	Sell	-16,624	Closed	-$451K	–	62
2015 Q2	$451K	Hold	16,624	–	–	0.13%	55
2015 Q1	$456K	Sell	16,624 -684	-4%	-$18.8K	0.13%	53
2014 Q4	$469K	Hold	17,308	–	–	0.14%	54
2014 Q3	$469K	Hold	17,308	–	–	0.14%	54
2014 Q2	$482K	Hold	17,308	–	–	0.14%	54
2014 Q1	$467K	Hold	17,308	–	–	0.14%	58
2013 Q4	$457K	Buy	17,308 +1,568	+10%	+$42.1K	0.14%	56
2013 Q3	$425K	Hold	15,740	–	–	0.14%	57
2013 Q2	$423K	Buy	+15,740	New	+$447K	0.15%	55

Other funds holding SCHP

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Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return