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Washington Trust Bank’s Schwab US TIPS ETF SCHP Stock Holding History

Washington Trust Bank’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
2015
Q4 		– Sell
-690
Closed -$19K – 784
2015
Q3 		$19K Hold
690
– – 0.01% 528
2015
Q2 		$19K Hold
690
– – ﹤0.01% 573
2015
Q1 		$19K Hold
690
– – ﹤0.01% 583
2014
Q4 		$19K Hold
690
– – 0.01% 620
2014
Q3 		$19K Buy
+690
New +$19.1K 0.01% 605

Other funds holding SCHP

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Washington Trust Bank's SCHP Position: Q4 2015 in Review

Washington Trust Bank sold out of Schwab US TIPS ETF (SCHP) in Q4 2015, closing a stake of 690 shares — an estimated $19K sold.

Washington Trust Bank first reported a position in SCHP in Q3 2014 and held it in 5 quarters. The position peaked at $19K in Q3 2015. 95 funds tracked by Wall St. Rank hold SCHP as of Q4 2015.

  • Washington Trust Bank reported no remaining Schwab US TIPS ETF position as of Q4 2015 after selling out during the quarter.
  • Washington Trust Bank sold 690 Schwab US TIPS ETF shares in Q4 2015, an estimated $19K.
  • Washington Trust Bank first reported a position in Schwab US TIPS ETF in Q3 2014 and held it in 5 quarters.
  • Washington Trust Bank's Schwab US TIPS ETF position peaked at $19K in Q3 2015.
  • 95 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2015.

Based on Washington Trust Bank's 13F filing for Q4 2015, filed 21 Jan 2016.