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Arkos Global Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Arkos Global 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
2023
Q2 		– Sell
-51,046
Closed -$1.37M – 104
2023
Q1 		$1.37M Sell
51,046
-2,162
-4% -$56.9K 0.28% 34
2022
Q4 		$1.38M Buy
+53,208
New +$1.39M 0.35% 30

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Arkos Global Advisors's SCHP Position: Q2 2023 in Review

Arkos Global Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 51,046 shares — an estimated $1.37M sold.

Arkos Global Advisors first reported a position in SCHP in Q4 2022 and held it in 2 quarters. The position peaked at $1.38M in Q4 2022. 650 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Arkos Global Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Arkos Global Advisors sold 51,046 Schwab US TIPS ETF shares in Q2 2023, an estimated $1.37M.
  • Arkos Global Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Arkos Global Advisors's Schwab US TIPS ETF position peaked at $1.38M in Q4 2022.
  • 650 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Arkos Global Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.