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VSR Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

VSR Financial Services’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
2016
Q2 		– Sell
-79,616
Closed -$2.21M – 568
2016
Q1 		$2.21M Sell
79,616
-2,200
-3% -$59.5K 0.23% 115
2015
Q4 		$2.17M Buy
81,816
+4,402
+6% +$118K 0.23% 109
2015
Q3 		$2.08M Buy
77,414
+1,508
+2% +$40.7K 0.24% 110
2015
Q2 		$2.06M Buy
75,906
+4,558
+6% +$125K 0.22% 126
2015
Q1 		$1.96M Buy
71,348
+48,748
+216% +$1.34M 0.21% 122
2014
Q4 		$613K Buy
+22,600
New +$617K 0.07% 292

Other funds holding SCHP

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

VSR Financial Services's SCHP Position: Q2 2016 in Review

VSR Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q2 2016, closing a stake of 79,616 shares — an estimated $2.21M sold.

VSR Financial Services first reported a position in SCHP in Q4 2014 and held it in 6 quarters. The position peaked at $2.21M in Q1 2016. 110 funds tracked by Wall St. Rank hold SCHP as of Q2 2016.

  • VSR Financial Services reported no remaining Schwab US TIPS ETF position as of Q2 2016 after selling out during the quarter.
  • VSR Financial Services sold 79,616 Schwab US TIPS ETF shares in Q2 2016, an estimated $2.21M.
  • VSR Financial Services first reported a position in Schwab US TIPS ETF in Q4 2014 and held it in 6 quarters.
  • VSR Financial Services's Schwab US TIPS ETF position peaked at $2.21M in Q1 2016.
  • 110 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.