Enzi Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Enzi Wealth’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	–	Sell	-52,254	Closed	-$1.39M	–	70
2023 Q1	$1.39M	Sell	52,254 -55,740	-52%	-$1.47M	0.71%	17
2022 Q4	$2.87M	Sell	107,994 -12,440	-10%	-$325K	1.37%	12
2022 Q3	$3.16M	Buy	+120,434	New	+$3.35M	1.55%	12

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Enzi Wealth's SCHP Position: Q2 2023 in Review

Enzi Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 52,254 shares — an estimated $1.39M sold.

Enzi Wealth first reported a position in SCHP in Q3 2022 and held it in 3 quarters. The position peaked at $3.16M in Q3 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Enzi Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Enzi Wealth sold 52,254 Schwab US TIPS ETF shares in Q2 2023, an estimated $1.39M.
Enzi Wealth first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 3 quarters.
Enzi Wealth's Schwab US TIPS ETF position peaked at $3.16M in Q3 2022.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Enzi Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.