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Curi RMB Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Curi RMB Capital’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
-8,056
Closed -$211K – 514
2023
Q2 		$211K Buy
+8,056
New +$214K 0.01% 484

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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
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

Curi RMB Capital's SCHP Position: Q3 2023 in Review

Curi RMB Capital sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 8,056 shares — an estimated $211K sold.

Curi RMB Capital first reported a position in SCHP in Q2 2023 and held it in 1 quarter. The position peaked at $211K in Q2 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Curi RMB Capital reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Curi RMB Capital sold 8,056 Schwab US TIPS ETF shares in Q3 2023, an estimated $211K.
  • Curi RMB Capital first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 1 quarter.
  • Curi RMB Capital's Schwab US TIPS ETF position peaked at $211K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Curi RMB Capital's 13F filing for Q3 2023, filed 13 Nov 2023.