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CVA Family Office’s Schwab US TIPS ETF SCHP Stock Holding History

CVA Family Office’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
-160
Closed -$4.19K – 809
2023
Q2 		$4.19K Hold
160
– – ﹤0.01% 829
2023
Q1 		$4.29K Sell
160
-63,394
-100% -$1.67M ﹤0.01% 792
2022
Q4 		$1.65M Sell
63,554
-40,686
-39% -$1.06M 0.4% 49
2022
Q3 		$2.7M Buy
104,240
+2
+0% +$56 0.73% 35
2022
Q2 		$2.91M Buy
104,238
+604
+0.6% +$17.5K 0.79% 31
2022
Q1 		$3.15M Buy
103,634
+18,592
+22% +$570K 0.75% 32
2021
Q4 		$2.67M Buy
85,042
+81,120
+2,068% +$2.55M 0.67% 34
2021
Q3 		$121K Sell
3,922
-67,282
-94% -$2.12M 0.09% 110
2021
Q2 		$2.23M Buy
71,204
+8,470
+14% +$263K 0.63% 36
2021
Q1 		$1.92M Buy
62,734
+47,570
+314% +$1.47M 0.73% 34
2020
Q4 		$471K Buy
15,164
+11,242
+287% +$345K 0.29% 56
2020
Q3 		$121K Hold
3,922
– – 0.09% 110
2020
Q2 		$118K Buy
3,922
+1,000
+34% +$29.6K 0.1% 103
2020
Q1 		$84K Buy
+2,922
New +$83.6K 0.09% 110

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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

CVA Family Office's SCHP Position: Q3 2023 in Review

CVA Family Office sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 160 shares — an estimated $4.19K sold.

CVA Family Office first reported a position in SCHP in Q1 2020 and held it in 14 quarters. The position peaked at $3.15M in Q1 2022. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • CVA Family Office reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • CVA Family Office sold 160 Schwab US TIPS ETF shares in Q3 2023, an estimated $4.19K.
  • CVA Family Office first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 14 quarters.
  • CVA Family Office's Schwab US TIPS ETF position peaked at $3.15M in Q1 2022.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on CVA Family Office's 13F filing for Q3 2023, filed 11 Oct 2023.