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Tower View Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Tower View 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
Q1 		– Sell
-278
Closed -$7K – 163
2022
Q4 		$7K Hold
278
– – ﹤0.01% 131
2022
Q3 		$7K Hold
278
– – 0.01% 132
2022
Q2 		$8K Buy
+278
New +$8.07K 0.01% 125

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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
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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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tower View Wealth Management's SCHP Position: Q1 2023 in Review

Tower View Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 278 shares — an estimated $7K sold.

Tower View Wealth Management first reported a position in SCHP in Q2 2022 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Tower View Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 278 Schwab US TIPS ETF shares in Q1 2023, an estimated $7K.
  • Tower View Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 3 quarters.
  • Tower View Wealth Management's Schwab US TIPS ETF position peaked at $8K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Tower View Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.