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Bordeaux Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bordeaux Wealth 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
-14,194
Closed -$380K – 110
2023
Q1 		$380K Buy
+14,194
New +$374K 0.2% 74

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QCM
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Empower Advisory Group
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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
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

Bordeaux Wealth Advisors's SCHP Position: Q2 2023 in Review

Bordeaux Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 14,194 shares — an estimated $380K sold.

Bordeaux Wealth Advisors first reported a position in SCHP in Q1 2023 and held it in 1 quarter. The position peaked at $380K in Q1 2023. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Bordeaux Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 14,194 Schwab US TIPS ETF shares in Q2 2023, an estimated $380K.
  • Bordeaux Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab US TIPS ETF position peaked at $380K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.