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

TCI 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
-76
Closed -$2.02K – 1869
2023
Q1 		$2.02K Sell
76
-194
-72% -$5.11K ﹤0.01% 1967
2022
Q4 		$6.97K Buy
270
+196
+265% +$5.13K ﹤0.01% 1314
2022
Q3 		$2K Buy
74
+2
+3% +$56 ﹤0.01% 1985
2022
Q2 		$2K Buy
72
+2
+3% +$58 ﹤0.01% 2042
2022
Q1 		$2K Sell
70
-268
-79% -$8.22K ﹤0.01% 2022
2021
Q4 		$11K Buy
+338
New +$10.6K ﹤0.01% 1114
2020
Q3 		– Sell
-680
Closed -$20K – 1648
2020
Q2 		$20K Hold
680
– – 0.01% 450
2020
Q1 		$20K Hold
680
– – 0.01% 455
2019
Q4 		$19K Sell
680
-658
-49% -$18.6K 0.01% 563
2019
Q3 		$38K Buy
1,338
+658
+97% +$18.6K 0.02% 373
2019
Q2 		$19K Hold
680
– – 0.01% 486
2019
Q1 		$19K Sell
680
-2,198
-76% -$59.3K 0.01% 506
2018
Q4 		$77K Buy
2,878
+1,598
+125% +$42.5K 0.04% 257
2018
Q3 		$35K Hold
1,280
– – 0.01% 396
2018
Q2 		$35K Sell
1,280
-20
-2% -$546 0.02% 387
2018
Q1 		$36K Sell
1,300
-10,400
-89% -$284K 0.02% 380
2017
Q4 		$324K Buy
+11,700
New +$324K 0.14% 114

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 $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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

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

TCI Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 76 shares — an estimated $2.02K sold.

TCI Wealth Advisors first reported a position in SCHP in Q4 2017 and held it in 17 quarters. The position peaked at $324K in Q4 2017. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 76 Schwab US TIPS ETF shares in Q2 2023, an estimated $2.02K.
  • TCI Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 17 quarters.
  • TCI Wealth Advisors's Schwab US TIPS ETF position peaked at $324K in Q4 2017.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.