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Global Wealth Strategies & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-34
Closed -$887 – 358
2024
Q1 		$887 Buy
+34
New +$882 ﹤0.01% 314
2023
Q2 		– Sell
-10
Closed -$268 – 347
2023
Q1 		$268 Buy
+10
New +$263 ﹤0.01% 320

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Empower Advisory Group
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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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHP Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 34 shares — an estimated $887 sold.

Global Wealth Strategies & Associates first reported a position in SCHP in Q1 2023 and held it in 2 quarters. The position peaked at $887 in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 34 Schwab US TIPS ETF shares in Q2 2024, an estimated $887.
  • Global Wealth Strategies & Associates first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Schwab US TIPS ETF position peaked at $887 in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.