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Authentikos Wealth Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-196
Closed -$4.95K – 489
2023
Q3 		$4.95K Buy
+196
New +$5.05K ﹤0.01% 303
2023
Q2 		– Sell
-18,904
Closed -$490K – 76
2023
Q1 		$490K Buy
+18,904
New +$497K 0.5% 34

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 $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Authentikos Wealth Advisory's SCHP Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 196 shares — an estimated $4.95K sold.

Authentikos Wealth Advisory first reported a position in SCHP in Q1 2023 and held it in 2 quarters. The position peaked at $490K in Q1 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 196 Schwab US TIPS ETF shares in Q4 2023, an estimated $4.95K.
  • Authentikos Wealth Advisory first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's Schwab US TIPS ETF position peaked at $490K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.