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

Alaska 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
2024 Q4	–	Sell	-122	Closed	-$3.27K	–	90
2024 Q3	$3.27K	Hold	122	–	–	﹤0.01%	111
2024 Q2	$3.17K	Sell	122 -6	-5%	-$155	﹤0.01%	108
2024 Q1	$3.34K	Buy	128 +42	+49%	+$1.09K	﹤0.01%	105
2023 Q4	$2.25K	Sell	86 -24	-22%	-$611	﹤0.01%	110
2023 Q3	$2.78K	Sell	110 -44	-29%	-$1.13K	﹤0.01%	105
2023 Q2	$4.04K	Hold	154	–	–	﹤0.01%	109
2023 Q1	$4.13K	Buy	+154	New	+$4.05K	﹤0.01%	97
2020 Q1	–	Sell	-267,030	Closed	-$7.56M	–	70
2019 Q4	$7.56M	Sell	267,030 -264,230	-50%	-$7.49M	1.21%	19
2019 Q3	$15.1M	Buy	531,260 +293,638	+124%	+$8.32M	1.82%	15
2019 Q2	$6.54M	Hold	237,622	–	–	0.7%	20
2019 Q1	$6.54M	Buy	237,622 +230,010	+3,022%	+$6.21M	0.7%	20
2018 Q4	$203K	Hold	7,612	–	–	0.06%	53
2018 Q3	$205K	Hold	7,612	–	–	0.06%	48
2018 Q2	$208K	Buy	+7,612	New	+$208K	0.07%	46
2018 Q1	–	Sell	-7,612	Closed	-$210K	–	46
2017 Q4	$210K	Buy	+7,612	New	+$211K	0.08%	43

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alaska Wealth Advisors's SCHP Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 122 shares — an estimated $3.27K sold.

Alaska Wealth Advisors first reported a position in SCHP in Q4 2017 and held it in 15 quarters. The position peaked at $15.1M in Q3 2019. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

Alaska Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 122 Schwab US TIPS ETF shares in Q4 2024, an estimated $3.27K.
Alaska Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 15 quarters.
Alaska Wealth Advisors's Schwab US TIPS ETF position peaked at $15.1M in Q3 2019.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.