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UBS’s Schwab US TIPS ETF SCHP Stock Holding History

UBS’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
2014
Q3 		$294K Buy
10,872
+418
+4% +$11.6K ﹤0.01% 4789
2014
Q2 		$291K Buy
10,454
+3,598
+52% +$98.7K ﹤0.01% 4780
2014
Q1 		$185K Buy
6,856
+3,740
+120% +$101K ﹤0.01% 5279
2013
Q4 		$82K Sell
3,116
-1,816
-37% -$48.8K ﹤0.01% 6316
2013
Q3 		$134K Sell
4,932
-4,670
-49% -$125K ﹤0.01% 5677
2013
Q2 		$259K Buy
+9,602
New +$273K ﹤0.01% 4830

Other funds holding SCHP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

UBS's SCHP Position: Q3 2014 in Review

UBS increased its Schwab US TIPS ETF (SCHP) stake by 4% in Q3 2014, buying an estimated $11.6K and bringing the position to 10,872 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #4789.

UBS first reported a position in SCHP in Q2 2013 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold SCHP as of Q3 2014.

  • UBS held 10,872 shares of Schwab US TIPS ETF worth $294K as of Q3 2014.
  • UBS bought 418 Schwab US TIPS ETF shares in Q3 2014, an estimated $11.6K.
  • Schwab US TIPS ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4789 holding.
  • UBS first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 6 quarters since.
  • 59 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.