Vantage Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Vantage Investment Advisors’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
2018 Q3	$231K	Sell	8,574 -262	-3%	-$7.13K	0.05%	141
2018 Q2	$243K	Sell	8,836 -28,886	-77%	-$788K	0.06%	131
2018 Q1	$1.03M	Sell	37,722 -1,007,540	-96%	-$27.5M	0.26%	61
2017 Q4	$29M	Buy	1,045,262 +77,238	+8%	+$2.14M	6.67%	2
2017 Q3	$26.7M	Buy	968,024 +75,650	+8%	+$2.09M	6.88%	1
2017 Q2	$24.6M	Buy	892,374 +163,502	+22%	+$4.53M	7.09%	1
2017 Q1	$20.2M	Buy	+728,872	New	+$20.1M	6.65%	1
2015 Q1	–	Sell	-24	Closed	-$1K	–	868
2014 Q4	$1K	Hold	24	–	–	﹤0.01%	748
2014 Q3	$1K	Hold	24	–	–	﹤0.01%	702
2014 Q2	$1K	Hold	24	–	–	﹤0.01%	688
2014 Q1	$1K	Hold	24	–	–	﹤0.01%	645
2013 Q4	$1K	Buy	+24	New	+$644	﹤0.01%	623

Other funds holding SCHP

CSIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Vantage Investment Advisors's SCHP Position: Q3 2018 in Review

Vantage Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 3% in Q3 2018, selling an estimated $7.13K and leaving 8,574 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #141.

Vantage Investment Advisors first reported a position in SCHP in Q4 2013 and has held it in 12 quarters since. The position peaked at $29M in Q4 2017. 284 funds tracked by Wall St. Rank hold SCHP as of Q3 2018.

Vantage Investment Advisors held 8,574 shares of Schwab US TIPS ETF worth $231K as of Q3 2018.
Vantage Investment Advisors sold 262 Schwab US TIPS ETF shares in Q3 2018, an estimated $7.13K.
Schwab US TIPS ETF made up 0.05% of Vantage Investment Advisors's portfolio in Q3 2018, its #141 holding.
Vantage Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2013 and has held it in 12 quarters since.
Vantage Investment Advisors's Schwab US TIPS ETF position peaked at $29M in Q4 2017.
284 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.