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Wealth Advisory Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Wealth Advisory Solutions’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
-13,770
Closed -$367K – 124
2023
Q1 		$367K Hold
13,770
– – 0.1% 98
2022
Q4 		$357K Hold
13,770
– – 0.1% 103
2022
Q3 		$357K Buy
+13,770
New +$383K 0.1% 107

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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 $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Wealth Advisory Solutions's SCHP Position: Q2 2023 in Review

Wealth Advisory Solutions sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 13,770 shares — an estimated $367K sold.

Wealth Advisory Solutions first reported a position in SCHP in Q3 2022 and held it in 3 quarters. The position peaked at $367K in Q1 2023. 650 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Wealth Advisory Solutions reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 13,770 Schwab US TIPS ETF shares in Q2 2023, an estimated $367K.
  • Wealth Advisory Solutions first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 3 quarters.
  • Wealth Advisory Solutions's Schwab US TIPS ETF position peaked at $367K in Q1 2023.
  • 650 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Wealth Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.