WCM
SCHP icon

Weatherstone Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Weatherstone Capital 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
2019
Q1 		– Sell
-195,316
Closed -$5.27M – 138
2018
Q4 		$5.27M Buy
+195,316
New +$5.2M 1.3% 20

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weatherstone Capital Management's SCHP Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2019, closing a stake of 195,316 shares — an estimated $5.27M sold.

Weatherstone Capital Management first reported a position in SCHP in Q4 2018 and held it in 1 quarter. The position peaked at $5.27M in Q4 2018. 317 funds tracked by Wall St. Rank hold SCHP as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab US TIPS ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 195,316 Schwab US TIPS ETF shares in Q1 2019, an estimated $5.27M.
  • Weatherstone Capital Management first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab US TIPS ETF position peaked at $5.27M in Q4 2018.
  • 317 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.