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ICA Group Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

ICA Group Wealth Management’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
Q3 		– Sell
-112
Closed -$2.94K – 1030
2023
Q2 		$2.94K Buy
112
+92
+460% +$2.44K ﹤0.01% 1082
2023
Q1 		$536 Buy
+20
New +$526 ﹤0.01% 1192

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QCM
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Empower Advisory Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ICA Group Wealth Management's SCHP Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 112 shares — an estimated $2.94K sold.

ICA Group Wealth Management first reported a position in SCHP in Q1 2023 and held it in 2 quarters. The position peaked at $2.94K in Q2 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 112 Schwab US TIPS ETF shares in Q3 2023, an estimated $2.94K.
  • ICA Group Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Schwab US TIPS ETF position peaked at $2.94K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.