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Wallington Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Wallington Asset 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
2014
Q3 		– Sell
-110
Closed -$3K – 117
2014
Q2 		$3K Sell
110
-290
-73% -$7.96K ﹤0.01% 108
2014
Q1 		$11K Buy
+400
New +$10.8K ﹤0.01% 102

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HWA
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SFPM
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BSW
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Wallington Asset Management's SCHP Position: Q3 2014 in Review

Wallington Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2014, closing a stake of 110 shares — an estimated $3K sold.

Wallington Asset Management first reported a position in SCHP in Q1 2014 and held it in 2 quarters. The position peaked at $11K in Q1 2014. 59 funds tracked by Wall St. Rank hold SCHP as of Q3 2014.

  • Wallington Asset Management reported no remaining Schwab US TIPS ETF position as of Q3 2014 after selling out during the quarter.
  • Wallington Asset Management sold 110 Schwab US TIPS ETF shares in Q3 2014, an estimated $3K.
  • Wallington Asset Management first reported a position in Schwab US TIPS ETF in Q1 2014 and held it in 2 quarters.
  • Wallington Asset Management's Schwab US TIPS ETF position peaked at $11K in Q1 2014.
  • 59 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2014.

Based on Wallington Asset Management's 13F filing for Q3 2014, filed 28 Oct 2014.