EWM
SCHP icon

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

Endurance 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
Q2 		$16K Sell
606
-94
-13% -$2.49K ﹤0.01% 452
2023
Q1 		$19K Hold
700
– – ﹤0.01% 442
2022
Q4 		$18K Buy
+700
New +$18.3K ﹤0.01% 423

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 $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Endurance Wealth Management's SCHP Position: Q2 2023 in Review

Endurance Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 13% in Q2 2023, selling an estimated $2.49K and leaving 606 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Endurance Wealth Management first reported a position in SCHP in Q4 2022 and has held it in 3 quarters since. The position peaked at $19K in Q1 2023. 650 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Endurance Wealth Management held 606 shares of Schwab US TIPS ETF worth $16K as of Q2 2023.
  • Endurance Wealth Management sold 94 Schwab US TIPS ETF shares in Q2 2023, an estimated $2.49K.
  • Schwab US TIPS ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #452 holding.
  • Endurance Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 3 quarters since.
  • Endurance Wealth Management's Schwab US TIPS ETF position peaked at $19K in Q1 2023.
  • 650 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.