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Arcadia Wealth Management (New Hampshire)’s Schwab US TIPS ETF SCHP Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
2023
Q2 		– Sell
-20,344
Closed -$545K – 64
2023
Q1 		$545K Sell
20,344
-2,092
-9% -$55.1K 0.45% 35
2022
Q4 		$581K Buy
+22,436
New +$587K 0.51% 32

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Empower Advisory Group
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JP Morgan Chase
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Franklin Resources
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s SCHP Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 20,344 shares — an estimated $545K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SCHP in Q4 2022 and held it in 2 quarters. The position peaked at $581K in Q4 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 20,344 Schwab US TIPS ETF shares in Q2 2023, an estimated $545K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Arcadia Wealth Management (New Hampshire)'s Schwab US TIPS ETF position peaked at $581K in Q4 2022.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.