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

Oxinas Partners 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	-17,368	Closed	-$455K	–	124
2023 Q2	$455K	Sell	17,368 -33,820	-66%	-$897K	0.3%	68
2023 Q1	$1.37M	Sell	51,188 -2,854	-5%	-$75.1K	0.99%	30
2022 Q4	$1.4M	Sell	54,042 -11,732	-18%	-$307K	1.18%	27
2022 Q3	$1.7M	Sell	65,774 -67,644	-51%	-$1.88M	1.41%	21
2022 Q2	$3.72M	Buy	+133,418	New	+$3.87M	2.83%	10

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

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

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

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

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

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

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

Oxinas Partners Wealth Management's SCHP Position: Q3 2023 in Review

Oxinas Partners Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 17,368 shares — an estimated $455K sold.

Oxinas Partners Wealth Management first reported a position in SCHP in Q2 2022 and held it in 5 quarters. The position peaked at $3.72M in Q2 2022. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

Oxinas Partners Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
Oxinas Partners Wealth Management sold 17,368 Schwab US TIPS ETF shares in Q3 2023, an estimated $455K.
Oxinas Partners Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 5 quarters.
Oxinas Partners Wealth Management's Schwab US TIPS ETF position peaked at $3.72M in Q2 2022.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.