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WFG Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

WFG Advisors’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
2017
Q2 		$22K Buy
800
+400
+100% +$11.1K 0.01% 930
2017
Q1 		$11K Buy
+400
New +$11K ﹤0.01% 1048
2015
Q1 		– Sell
-940
Closed -$25K – 2039
2014
Q4 		$25K Hold
940
– – 0.01% 1146
2014
Q3 		$25K Hold
940
– – ﹤0.01% 1197
2014
Q2 		$26K Hold
940
– – ﹤0.01% 1168
2014
Q1 		$25K Hold
940
– – 0.01% 1179
2013
Q4 		$25K Buy
+940
New +$25.2K ﹤0.01% 1261

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WFG Advisors's SCHP Position: Q2 2017 in Review

WFG Advisors increased its Schwab US TIPS ETF (SCHP) stake by 100% in Q2 2017, buying an estimated $11.1K and bringing the position to 800 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #930.

WFG Advisors first reported a position in SCHP in Q4 2013 and has held it in 7 quarters since. The position peaked at $26K in Q2 2014. 189 funds tracked by Wall St. Rank hold SCHP as of Q2 2017.

  • WFG Advisors held 800 shares of Schwab US TIPS ETF worth $22K as of Q2 2017.
  • WFG Advisors bought 400 Schwab US TIPS ETF shares in Q2 2017, an estimated $11.1K.
  • Schwab US TIPS ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #930 holding.
  • WFG Advisors first reported a position in Schwab US TIPS ETF in Q4 2013 and has held it in 7 quarters since.
  • WFG Advisors's Schwab US TIPS ETF position peaked at $26K in Q2 2014.
  • 189 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.