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Balboa Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Balboa Wealth Partners’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
-13,326
Closed -$349K – 315
2023
Q2 		$349K Sell
13,326
-276
-2% -$7.32K 0.12% 145
2023
Q1 		$365K Hold
13,602
– – 0.14% 138
2022
Q4 		$352K Buy
13,602
+148
+1% +$3.87K 0.16% 141
2022
Q3 		$348K Buy
+13,454
New +$374K 0.15% 122

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Goldman Sachs
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Franklin Resources
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
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EW
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Balboa Wealth Partners's SCHP Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 13,326 shares — an estimated $349K sold.

Balboa Wealth Partners first reported a position in SCHP in Q3 2022 and held it in 4 quarters. The position peaked at $365K in Q1 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 13,326 Schwab US TIPS ETF shares in Q3 2023, an estimated $349K.
  • Balboa Wealth Partners first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 4 quarters.
  • Balboa Wealth Partners's Schwab US TIPS ETF position peaked at $365K in Q1 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.