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

Whitener 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 Q4	–	Sell	-560	Closed	-$15K	–	368
2019 Q3	$15K	Hold	560	–	–	0.01%	323
2019 Q2	$15K	Hold	560	–	–	0.01%	307
2019 Q1	$15K	Hold	560	–	–	0.01%	304
2018 Q4	$14K	Hold	560	–	–	0.01%	288
2018 Q3	$15K	Buy	+560	New	+$15.2K	0.01%	297
2018 Q2	–	Sell	-560	Closed	-$15K	–	347
2018 Q1	$15K	Hold	560	–	–	0.01%	304
2017 Q4	$15K	Buy	+560	New	+$15.5K	0.01%	286

Other funds holding SCHP

CSIA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UCFA

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

Whitener Capital Management's SCHP Position: Q4 2019 in Review

Whitener Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2019, closing a stake of 560 shares — an estimated $15K sold.

Whitener Capital Management first reported a position in SCHP in Q4 2017 and held it in 7 quarters. The position peaked at $15K in Q3 2019. 379 funds tracked by Wall St. Rank hold SCHP as of Q4 2019.

Whitener Capital Management reported no remaining Schwab US TIPS ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 560 Schwab US TIPS ETF shares in Q4 2019, an estimated $15K.
Whitener Capital Management first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Schwab US TIPS ETF position peaked at $15K in Q3 2019.
379 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.