Foster Victor Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Foster Victor Wealth Advisors’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	-8,258	Closed	-$215K	–	179
2023 Q4	$215K	Buy	+8,258	New	+$210K	0.02%	159
2023 Q2	–	Sell	-8,000	Closed	-$215K	–	167
2023 Q1	$215K	Sell	8,000 -270	-3%	-$7.11K	0.03%	151
2022 Q4	$217K	Sell	8,270 -308,688	-97%	-$8.08M	0.03%	143
2022 Q3	$8.22M	Buy	316,958 +2,000	+0.6%	+$55.6K	1.2%	34
2022 Q2	$8.76M	Sell	314,958 -7,100	-2%	-$206K	1.3%	27
2022 Q1	$9.57M	Buy	322,058 +42,840	+15%	+$1.31M	1.31%	28
2021 Q4	$8.6M	Buy	+279,218	New	+$8.79M	1.17%	31

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Foster Victor Wealth Advisors's SCHP Position: Q1 2024 in Review

Foster Victor Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 8,258 shares — an estimated $215K sold.

Foster Victor Wealth Advisors first reported a position in SCHP in Q4 2021 and held it in 7 quarters. The position peaked at $9.57M in Q1 2022. 645 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Foster Victor Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Foster Victor Wealth Advisors sold 8,258 Schwab US TIPS ETF shares in Q1 2024, an estimated $215K.
Foster Victor Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 7 quarters.
Foster Victor Wealth Advisors's Schwab US TIPS ETF position peaked at $9.57M in Q1 2022.
645 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.