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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

FWM

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 $2.17B AUM 27.73% 1-Year Est. Return

EWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Twele Capital Management's SCHP Position: Q3 2015 in Review

Twele Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2015, closing a stake of 16,624 shares — an estimated $451K sold.

Twele Capital Management first reported a position in SCHP in Q2 2013 and held it in 9 quarters. The position peaked at $482K in Q2 2014. 85 funds tracked by Wall St. Rank hold SCHP as of Q3 2015.

Twele Capital Management reported no remaining Schwab US TIPS ETF position as of Q3 2015 after selling out during the quarter.
Twele Capital Management sold 16,624 Schwab US TIPS ETF shares in Q3 2015, an estimated $451K.
Twele Capital Management first reported a position in Schwab US TIPS ETF in Q2 2013 and held it in 9 quarters.
Twele Capital Management's Schwab US TIPS ETF position peaked at $482K in Q2 2014.
85 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2015.

Based on Twele Capital Management's 13F filing for Q3 2015, filed 19 Oct 2015.