Atlas Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Atlas Financial 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	$868K	Buy	+33,598	New	+$883K	1.35%	11

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

Atlas Financial Advisors's SCHP Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q4 2024: 33,598 shares worth $868K. The stake represents 1.35% of the portfolio and ranks #11 among its holdings.

661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

Atlas Financial Advisors held 33,598 shares of Schwab US TIPS ETF worth $868K as of Q4 2024.
Schwab US TIPS ETF was a new Atlas Financial Advisors position in Q4 2024.
Schwab US TIPS ETF made up 1.35% of Atlas Financial Advisors's portfolio in Q4 2024, its #11 holding.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.