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

Carlsbad Wealth Advisory Group’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	$10.2M	Buy	+389,062	New	+$10.3M	6.58%	5

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Carlsbad Wealth Advisory Group's SCHP Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2023: 389,062 shares worth $10.2M. The stake represents 6.58% of the portfolio and ranks #5 among its holdings.

651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Carlsbad Wealth Advisory Group held 389,062 shares of Schwab US TIPS ETF worth $10.2M as of Q2 2023.
Schwab US TIPS ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab US TIPS ETF made up 6.58% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #5 holding.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.