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Fortitude Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-474
Closed -$14K – 1064
2022
Q1 		$14K Buy
474
+196
+71% +$6.01K 0.01% 939
2021
Q4 		$9K Buy
+278
New +$8.75K ﹤0.01% 1074

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortitude Advisory Group's SCHP Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 474 shares — an estimated $14K sold.

Fortitude Advisory Group first reported a position in SCHP in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 474 Schwab US TIPS ETF shares in Q2 2022, an estimated $14K.
  • Fortitude Advisory Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Schwab US TIPS ETF position peaked at $14K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.