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Wealthfront’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthfront’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 		$18.8M Sell
696,158
-75,762
-10% -$2.06M 0.18% 25
2018
Q2 		$21.2M Sell
771,920
-55,762
-7% -$1.52M 0.22% 25
2018
Q1 		$22.7M Sell
827,682
-569,516
-41% -$15.6M 0.23% 25
2017
Q4 		$38.7M Buy
1,397,198
+371,634
+36% +$10.3M 0.43% 21
2017
Q3 		$28.3M Buy
1,025,564
+139,384
+16% +$3.86M 0.37% 23
2017
Q2 		$24.4M Buy
886,180
+299,848
+51% +$8.32M 0.37% 22
2017
Q1 		$16.3M Buy
586,332
+55,066
+10% +$1.52M 0.29% 23
2016
Q4 		$14.6M Sell
531,266
-87,244
-14% -$2.43M 0.32% 21
2016
Q3 		$17.7M Buy
618,510
+86,994
+16% +$2.47M 0.42% 20
2016
Q2 		$15M Buy
531,516
+96,204
+22% +$2.67M 0.41% 21
2016
Q1 		$12.1M Buy
435,312
+180,926
+71% +$4.89M 0.38% 21
2015
Q4 		$6.76M Buy
254,386
+26,840
+12% +$720K 0.24% 23
2015
Q3 		$6.11M Buy
227,546
+26,982
+13% +$728K 0.24% 24
2015
Q2 		$5.44M Sell
200,564
-26,552
-12% -$726K 0.22% 22
2015
Q1 		$6.24M Buy
227,116
+26,040
+13% +$714K 0.3% 19
2014
Q4 		$5.45M Buy
201,076
+63,836
+47% +$1.74M 0.32% 19
2014
Q3 		$3.72M Sell
137,240
-2,984
-2% -$82.5K 0.26% 20
2014
Q2 		$3.86M Buy
140,224
+59,566
+74% +$1.63M 0.33% 13
2014
Q1 		$2.17M Buy
+80,658
New +$2.17M 0.27% 15

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UBS Group
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

Wealthfront's SCHP Position: Q3 2018 in Review

Wealthfront reduced its Schwab US TIPS ETF (SCHP) stake by 9.8% in Q3 2018, selling an estimated $2.06M and leaving 696,158 shares worth $18.8M. The position accounts for 0.18% of the portfolio, ranked #25.

Wealthfront first reported a position in SCHP in Q1 2014 and has held it in 19 quarters since. The position peaked at $38.7M in Q4 2017. 284 funds tracked by Wall St. Rank hold SCHP as of Q3 2018.

  • Wealthfront held 696,158 shares of Schwab US TIPS ETF worth $18.8M as of Q3 2018.
  • Wealthfront sold 75,762 Schwab US TIPS ETF shares in Q3 2018, an estimated $2.06M.
  • Schwab US TIPS ETF made up 0.18% of Wealthfront's portfolio in Q3 2018, its #25 holding.
  • Wealthfront first reported a position in Schwab US TIPS ETF in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Schwab US TIPS ETF position peaked at $38.7M in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.