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Avalon Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Avalon Trust’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
Q3 		– Sell
-500
Closed -$13.1K – 329
2023
Q2 		$13.1K Hold
500
– – ﹤0.01% 267
2023
Q1 		$13.4K Buy
+500
New +$13.2K ﹤0.01% 251

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avalon Trust's SCHP Position: Q3 2023 in Review

Avalon Trust sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 500 shares — an estimated $13.1K sold.

Avalon Trust first reported a position in SCHP in Q1 2023 and held it in 2 quarters. The position peaked at $13.4K in Q1 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Avalon Trust reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Avalon Trust sold 500 Schwab US TIPS ETF shares in Q3 2023, an estimated $13.1K.
  • Avalon Trust first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 2 quarters.
  • Avalon Trust's Schwab US TIPS ETF position peaked at $13.4K in Q1 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Avalon Trust's 13F filing for Q3 2023, filed 13 Nov 2023.