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

Ten Capital 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	-168	Closed	-$4.5K	–	454
2023 Q1	$4.5K	Sell	168 -30	-15%	-$789	﹤0.01%	428
2022 Q4	$5.13K	Buy	198 +30	+18%	+$785	﹤0.01%	380
2022 Q3	$4K	Hold	168	–	–	﹤0.01%	438
2022 Q2	$5K	Hold	168	–	–	﹤0.01%	333
2022 Q1	$5K	Buy	+168	New	+$5.15K	﹤0.01%	376
2021 Q4	–	Sell	-150	Closed	-$5K	–	510
2021 Q3	$5K	Sell	150 -982	-87%	-$31K	﹤0.01%	326
2021 Q2	$35K	Buy	1,132 +1,034	+1,055%	+$32.1K	0.01%	203
2021 Q1	$2K	Buy	+98	New	+$3.02K	﹤0.01%	328

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

Ten Capital Wealth Advisors's SCHP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 168 shares — an estimated $4.5K sold.

Ten Capital Wealth Advisors first reported a position in SCHP in Q1 2021 and held it in 8 quarters. The position peaked at $35K in Q2 2021. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 168 Schwab US TIPS ETF shares in Q2 2023, an estimated $4.5K.
Ten Capital Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's Schwab US TIPS ETF position peaked at $35K in Q2 2021.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.