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

Atria Wealth 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
2025 Q2	$469K	Sell	17,627 -10,722	-38%	-$284K	0.01%	948
2025 Q1	$762K	Sell	28,349 -56,152	-66%	-$1.48M	0.01%	988
2024 Q4	$2.18M	Buy	84,501 +52,733	+166%	+$1.39M	0.02%	612
2024 Q3	$852K	Buy	31,768 +9,424	+42%	+$249K	0.01%	978
2024 Q2	$581K	Sell	22,344 -11,690	-34%	-$302K	0.01%	1166
2024 Q1	$888K	Buy	34,034 +906	+3%	+$23.5K	0.01%	963
2023 Q4	$865K	Sell	33,128 -1,810	-5%	-$46K	0.01%	934
2023 Q3	$882K	Sell	34,938 -14,628	-30%	-$377K	0.01%	872
2023 Q2	$1.3M	Sell	49,566 -7,034	-12%	-$186K	0.02%	734
2023 Q1	$1.52M	Sell	56,600 -18,134	-24%	-$477K	0.02%	642
2022 Q4	$1.94M	Sell	74,734 -21,864	-23%	-$572K	0.03%	525
2022 Q3	$2.5M	Buy	96,598 +17,250	+22%	+$480K	0.04%	404
2022 Q2	$2.21M	Sell	79,348 -94,476	-54%	-$2.74M	0.04%	409
2022 Q1	$5.28M	Buy	+173,824	New	+$5.33M	0.09%	238

Other funds holding SCHP

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Wealthfront Advisers

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

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

AllianceBernstein

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

Cerity Partners

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