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VitalStone Financial’s Schwab US TIPS ETF SCHP Stock Holding History

VitalStone Financial’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
-292
Closed -$8K – 610
2023
Q2 		$8K Buy
+292
New +$7.74K ﹤0.01% 694

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Empower Advisory Group
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JP Morgan Chase
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Goldman Sachs
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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

VitalStone Financial's SCHP Position: Q3 2023 in Review

VitalStone Financial sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 292 shares — an estimated $8K sold.

VitalStone Financial first reported a position in SCHP in Q2 2023 and held it in 1 quarter. The position peaked at $8K in Q2 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • VitalStone Financial reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 292 Schwab US TIPS ETF shares in Q3 2023, an estimated $8K.
  • VitalStone Financial first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 1 quarter.
  • VitalStone Financial's Schwab US TIPS ETF position peaked at $8K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.