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

Moss Adams 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
-636
Closed -$17K – 171
2023
Q1 		$17K Buy
+636
New +$16.7K 0.01% 130

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JP Morgan Chase
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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

Moss Adams Wealth Advisors's SCHP Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 636 shares — an estimated $17K sold.

Moss Adams Wealth Advisors first reported a position in SCHP in Q1 2023 and held it in 1 quarter. The position peaked at $17K in Q1 2023. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 636 Schwab US TIPS ETF shares in Q2 2023, an estimated $17K.
  • Moss Adams Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Schwab US TIPS ETF position peaked at $17K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.