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AHL Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

AHL Investment 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
2025
Q1 		– Sell
-27,456
Closed -$709K – 70
2024
Q4 		$709K Sell
27,456
-1,988
-7% -$52.2K 0.5% 42
2024
Q3 		$790K Sell
29,444
-2,598
-8% -$68.6K 0.54% 44
2024
Q2 		$833K Sell
32,042
-170
-0.5% -$4.39K 0.61% 40
2024
Q1 		$840K Sell
32,212
-180
-0.6% -$4.67K 0.64% 38
2023
Q4 		$845K Hold
32,392
– – 0.69% 37
2023
Q3 		$818K Buy
32,392
+120
+0.4% +$3.09K 0.73% 37
2023
Q2 		$846K Buy
32,272
+400
+1% +$10.6K 0.75% 38
2023
Q1 		$854K Sell
31,872
-174
-0.5% -$4.58K 0.79% 39
2022
Q4 		$830K Sell
32,046
-214
-0.7% -$5.6K 0.77% 38
2022
Q3 		$836K Hold
32,260
– – 0.86% 35
2022
Q2 		$900K Buy
32,260
+100
+0.3% +$2.9K 0.91% 34
2022
Q1 		$976K Sell
32,160
-340
-1% -$10.4K 0.89% 34
2021
Q4 		$1.02M Buy
+32,500
New +$1.02M 0.93% 30

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

AHL Investment Management's SCHP Position: Q1 2025 in Review

AHL Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 27,456 shares — an estimated $709K sold.

AHL Investment Management first reported a position in SCHP in Q4 2021 and held it in 13 quarters. The position peaked at $1.02M in Q4 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • AHL Investment Management reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • AHL Investment Management sold 27,456 Schwab US TIPS ETF shares in Q1 2025, an estimated $709K.
  • AHL Investment Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 13 quarters.
  • AHL Investment Management's Schwab US TIPS ETF position peaked at $1.02M in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on AHL Investment Management's 13F filing for Q1 2025, filed 14 Apr 2025.