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

JFS 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	–	Sell	-13,600	Closed	-$365K	–	2008
2023 Q1	$365K	Hold	13,600	–	–	0.03%	165
2022 Q4	$352K	Sell	13,600 -13,600	-50%	-$356K	0.03%	170
2022 Q3	$704K	Hold	27,200	–	–	0.08%	125
2022 Q2	$759K	Hold	27,200	–	–	0.08%	118
2022 Q1	$826K	Hold	27,200	–	–	0.08%	126
2021 Q4	$855K	Hold	27,200	–	–	0.08%	130
2021 Q3	$851K	Sell	27,200 -17,800	-40%	-$562K	0.09%	118
2021 Q2	$1.41M	Buy	+45,000	New	+$1.4M	0.21%	74
2020 Q4	–	Sell	-2,200	Closed	-$68K	–	619
2020 Q3	$68K	Buy	2,200 +2,198	+109,900%	+$67.3K	0.02%	206
2020 Q2	$0	Buy	+2	New	+$59	﹤0.01%	571
2019 Q4	–	Sell	-44	Closed	-$1K	–	545
2019 Q3	$1K	Buy	+44	New	+$1.25K	﹤0.01%	496

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 13,600 shares — an estimated $365K sold.

JFS Wealth Advisors first reported a position in SCHP in Q3 2019 and held it in 11 quarters. The position peaked at $1.41M in Q2 2021. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

JFS Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 13,600 Schwab US TIPS ETF shares in Q2 2023, an estimated $365K.
JFS Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 11 quarters.
JFS Wealth Advisors's Schwab US TIPS ETF position peaked at $1.41M in Q2 2021.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.