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

Fortitude 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
2024
Q1 		– Sell
-502
Closed -$13.1K – 1067
2023
Q4 		$13.1K Buy
+502
New +$12.8K 0.01% 368

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VOYA Investment Management
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JP Morgan Chase
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Goldman Sachs
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Fortitude Family Office's SCHP Position: Q1 2024 in Review

Fortitude Family Office sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 502 shares — an estimated $13.1K sold.

Fortitude Family Office first reported a position in SCHP in Q4 2023 and held it in 1 quarter. The position peaked at $13.1K in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Fortitude Family Office reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 502 Schwab US TIPS ETF shares in Q1 2024, an estimated $13.1K.
  • Fortitude Family Office first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's Schwab US TIPS ETF position peaked at $13.1K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.