WealthOne’s Schwab US TIPS ETF SCHP Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-264	Closed	-$7K	–	451
2018 Q4	$7K	Buy	+264	New	+$7.02K	0.01%	422

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthOne's SCHP Position: Q1 2019 in Review

WealthOne sold out of Schwab US TIPS ETF (SCHP) in Q1 2019, closing a stake of 264 shares — an estimated $7K sold.

WealthOne first reported a position in SCHP in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

WealthOne reported no remaining Schwab US TIPS ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 264 Schwab US TIPS ETF shares in Q1 2019, an estimated $7K.
WealthOne first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Schwab US TIPS ETF position peaked at $7K in Q4 2018.
317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.