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

V 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 		– Sell
-7,692
Closed -$202K – 306
2023
Q2 		$202K Buy
+7,692
New +$204K 0.03% 365

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

V Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 7,692 shares — an estimated $202K sold.

V Wealth Advisors first reported a position in SCHP in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • V Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 7,692 Schwab US TIPS ETF shares in Q3 2023, an estimated $202K.
  • V Wealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 1 quarter.
  • V Wealth Advisors's Schwab US TIPS ETF position peaked at $202K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.