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IAG Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

IAG Wealth Partners’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
-240
Closed -$6.43K – 484
2023
Q1 		$6.43K Sell
240
-1,700
-88% -$44.7K ﹤0.01% 362
2022
Q4 		$50.2K Buy
+1,940
New +$50.8K 0.01% 142
2022
Q3 		– Sell
-576
Closed -$16K – 472
2022
Q2 		$16K Hold
576
– – 0.01% 226
2022
Q1 		$17K Buy
+576
New +$17.7K 0.01% 240

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Franklin Resources
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Goldman Sachs
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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

IAG Wealth Partners's SCHP Position: Q2 2023 in Review

IAG Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 240 shares — an estimated $6.43K sold.

IAG Wealth Partners first reported a position in SCHP in Q1 2022 and held it in 4 quarters. The position peaked at $50.2K in Q4 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • IAG Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 240 Schwab US TIPS ETF shares in Q2 2023, an estimated $6.43K.
  • IAG Wealth Partners first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 4 quarters.
  • IAG Wealth Partners's Schwab US TIPS ETF position peaked at $50.2K in Q4 2022.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.