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Advisors Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Advisors Asset 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
2024
Q4 		– Sell
-4,092
Closed -$110K – 1521
2024
Q3 		$110K Sell
4,092
-3,726
-48% -$98.4K ﹤0.01% 1213
2024
Q2 		$203K Sell
7,818
-3,540
-31% -$91.5K ﹤0.01% 1100
2024
Q1 		$296K Sell
11,358
-2,820
-20% -$73.2K 0.01% 1050
2023
Q4 		$370K Sell
14,178
-2,090
-13% -$53.2K 0.01% 985
2023
Q3 		$411K Buy
16,268
+1,060
+7% +$27.3K 0.01% 954
2023
Q2 		$399K Buy
15,208
+202
+1% +$5.36K 0.01% 993
2023
Q1 		$402K Buy
15,006
+256
+2% +$6.74K 0.01% 981
2022
Q4 		$382K Sell
14,750
-356
-2% -$9.31K 0.01% 998
2022
Q3 		$391K Sell
15,106
-972
-6% -$27K 0.01% 987
2022
Q2 		$449K Sell
16,078
-862
-5% -$25K 0.01% 972
2022
Q1 		$514K Buy
16,940
+256
+2% +$7.85K 0.01% 995
2021
Q4 		$525K Buy
16,684
+926
+6% +$29.2K 0.01% 985
2021
Q3 		$493K Buy
15,758
+1,352
+9% +$42.7K 0.01% 1004
2021
Q2 		$450K Buy
14,406
+1,786
+14% +$55.4K 0.01% 1039
2021
Q1 		$386K Buy
12,620
+702
+6% +$21.6K 0.01% 1074
2020
Q4 		$370K Buy
11,918
+138
+1% +$4.24K 0.01% 1059
2020
Q3 		$363K Sell
11,780
-22
-0.2% -$674 0.01% 1009
2020
Q2 		$354K Buy
11,802
+810
+7% +$24K 0.01% 1009
2020
Q1 		$316K Buy
10,992
+1,406
+15% +$40.2K 0.01% 984
2019
Q4 		$271K Buy
9,586
+508
+6% +$14.4K ﹤0.01% 1130
2019
Q3 		$258K Buy
9,078
+662
+8% +$18.8K ﹤0.01% 1123
2019
Q2 		$237K Buy
8,416
+786
+10% +$21.8K ﹤0.01% 1155
2019
Q1 		$210K Buy
7,630
+1,518
+25% +$41K ﹤0.01% 1194
2018
Q4 		$163K Buy
6,112
+1,304
+27% +$34.7K ﹤0.01% 1245
2018
Q3 		$130K Buy
4,808
+2,968
+161% +$80.8K ﹤0.01% 1311
2018
Q2 		$51K Buy
1,840
+1,502
+444% +$41K ﹤0.01% 1421
2018
Q1 		$9K Buy
+338
New +$9.24K ﹤0.01% 1465

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Advisors Asset Management's SCHP Position: Q4 2024 in Review

Advisors Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 4,092 shares — an estimated $110K sold.

Advisors Asset Management first reported a position in SCHP in Q1 2018 and held it in 27 quarters. The position peaked at $525K in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Advisors Asset Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Advisors Asset Management sold 4,092 Schwab US TIPS ETF shares in Q4 2024, an estimated $110K.
  • Advisors Asset Management first reported a position in Schwab US TIPS ETF in Q1 2018 and held it in 27 quarters.
  • Advisors Asset Management's Schwab US TIPS ETF position peaked at $525K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Advisors Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.