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USA Financial Formulas’s Schwab US TIPS ETF SCHP Stock Holding History

USA Financial Formulas’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
-50
Closed -$1K – 302
2018
Q4 		$1K Buy
+50
New +$1.33K ﹤0.01% 307

Other funds holding SCHP

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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

USA Financial Formulas's SCHP Position: Q1 2019 in Review

USA Financial Formulas sold out of Schwab US TIPS ETF (SCHP) in Q1 2019, closing a stake of 50 shares — an estimated $1K sold.

USA Financial Formulas first reported a position in SCHP in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

  • USA Financial Formulas reported no remaining Schwab US TIPS ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 50 Schwab US TIPS ETF shares in Q1 2019, an estimated $1K.
  • USA Financial Formulas first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 1 quarter.
  • USA Financial Formulas's Schwab US TIPS ETF position peaked at $1K in Q4 2018.
  • 317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.