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

Trifecta Capital 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
Q1 		– Sell
-78
Closed -$2.02K – 452
2022
Q4 		$2.02K Buy
+78
New +$2.04K ﹤0.01% 299

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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

Trifecta Capital Advisors's SCHP Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 78 shares — an estimated $2.02K sold.

Trifecta Capital Advisors first reported a position in SCHP in Q4 2022 and held it in 1 quarter. The position peaked at $2.02K in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 78 Schwab US TIPS ETF shares in Q1 2023, an estimated $2.02K.
  • Trifecta Capital Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's Schwab US TIPS ETF position peaked at $2.02K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.