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Curi Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-137,006
Closed -$3.55M – 186
2022
Q4 		$3.55M Sell
137,006
-8,144
-6% -$213K 0.5% 49
2022
Q3 		$3.76M Buy
+145,150
New +$4.03M 0.62% 45

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Curi Wealth Management's SCHP Position: Q1 2023 in Review

Curi Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 137,006 shares — an estimated $3.55M sold.

Curi Wealth Management first reported a position in SCHP in Q3 2022 and held it in 2 quarters. The position peaked at $3.76M in Q3 2022. 657 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Curi Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Curi Wealth Management sold 137,006 Schwab US TIPS ETF shares in Q1 2023, an estimated $3.55M.
  • Curi Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 2 quarters.
  • Curi Wealth Management's Schwab US TIPS ETF position peaked at $3.76M in Q3 2022.
  • 657 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.