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

Sutton 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 Q3	$2.02K	Hold	80	–	–	﹤0.01%	720
2023 Q2	$2.1K	Hold	80	–	–	﹤0.01%	693
2023 Q1	$2.14K	Hold	80	–	–	﹤0.01%	636
2022 Q4	$2.07K	Hold	80	–	–	﹤0.01%	1204
2022 Q3	$2.07K	Hold	80	–	–	﹤0.01%	1184
2022 Q2	$2.23K	Hold	80	–	–	﹤0.01%	1169
2022 Q1	$2.43K	Hold	80	–	–	﹤0.01%	1180
2021 Q4	$2.52K	Hold	80	–	–	﹤0.01%	1170
2021 Q3	$2.5K	Hold	80	–	–	﹤0.01%	1145
2021 Q2	$2.5K	Hold	80	–	–	﹤0.01%	1139
2021 Q1	$2.45K	Hold	80	–	–	﹤0.01%	1118
2020 Q4	$2.48K	Hold	80	–	–	﹤0.01%	1082
2020 Q3	$2.46K	Hold	80	–	–	﹤0.01%	1051
2020 Q2	$2.4K	Sell	80 -30	-27%	-$889	﹤0.01%	1041
2020 Q1	$3.16K	Hold	110	–	–	﹤0.01%	958
2019 Q4	$3.12K	Hold	110	–	–	﹤0.01%	1007
2019 Q3	$3.12K	Hold	110	–	–	﹤0.01%	1006
2019 Q2	$3.1K	Hold	110	–	–	﹤0.01%	995
2019 Q1	$3.02K	Hold	110	–	–	﹤0.01%	994
2018 Q4	$2.93K	Sell	110 -20	-15%	-$532	﹤0.01%	951
2018 Q3	$3.51K	Buy	130 +20	+18%	+$545	﹤0.01%	946
2018 Q2	$3.02K	Sell	110 -138	-56%	-$3.77K	﹤0.01%	976
2018 Q1	$6.8K	Hold	248	–	–	﹤0.01%	887
2017 Q4	$6.87K	Hold	248	–	–	0.01%	845
2017 Q3	$6.85K	Hold	248	–	–	0.01%	833
2017 Q2	$6.83K	Hold	248	–	–	0.01%	826
2017 Q1	$6.89K	Hold	248	–	–	0.01%	796
2016 Q4	$6.8K	Hold	248	–	–	0.01%	784
2016 Q3	$7.08K	Hold	248	–	–	0.01%	759
2016 Q2	$7K	Hold	248	–	–	0.01%	710
2016 Q1	$6.89K	Buy	+248	New	+$6.71K	0.01%	678

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

Sutton Wealth Advisors's SCHP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q3 2023 at 80 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Sutton Wealth Advisors first reported a position in SCHP in Q1 2016 and has held it in 31 quarters since. The position peaked at $7.08K in Q3 2016. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

Sutton Wealth Advisors held 80 shares of Schwab US TIPS ETF worth $2.02K as of Q3 2023.
Sutton Wealth Advisors left its Schwab US TIPS ETF share count unchanged in Q3 2023.
Schwab US TIPS ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #720 holding.
Sutton Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Schwab US TIPS ETF position peaked at $7.08K in Q3 2016.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.