WAM
SCHP icon

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

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 $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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 $751B AUM 38.74% 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 $13.1B AUM 28.37% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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.