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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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Empower Advisory Group
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JP Morgan Chase
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 614 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.
  • 614 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.