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

Intercontinental 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
2023
Q2 		$640K Hold
24,432
– – 0.15% 155
2023
Q1 		$655K Buy
+24,432
New +$643K 0.17% 143

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Intercontinental Wealth Advisors's SCHP Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2023 at 24,432 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #155.

Intercontinental Wealth Advisors first reported a position in SCHP in Q1 2023 and has held it in 2 quarters since. The position peaked at $655K in Q1 2023. 650 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Intercontinental Wealth Advisors held 24,432 shares of Schwab US TIPS ETF worth $640K as of Q2 2023.
  • Intercontinental Wealth Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2023.
  • Schwab US TIPS ETF made up 0.15% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #155 holding.
  • Intercontinental Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Schwab US TIPS ETF position peaked at $655K in Q1 2023.
  • 650 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.