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Axxcess Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Axxcess Wealth 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
-9,946
Closed -$267K – 923
2024
Q3 		$267K Sell
9,946
-5,876
-37% -$155K 0.01% 727
2024
Q2 		$411K Sell
15,822
-5,740
-27% -$148K 0.01% 569
2024
Q1 		$562K Sell
21,562
-2,834
-12% -$73.5K 0.02% 511
2023
Q4 		$637K Sell
24,396
-32,476
-57% -$826K 0.02% 457
2023
Q3 		$1.44M Buy
+56,872
New +$1.47M 0.05% 252

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

Axxcess Wealth Management's SCHP Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 9,946 shares — an estimated $267K sold.

Axxcess Wealth Management first reported a position in SCHP in Q3 2023 and held it in 5 quarters. The position peaked at $1.44M in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,946 Schwab US TIPS ETF shares in Q4 2024, an estimated $267K.
  • Axxcess Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 5 quarters.
  • Axxcess Wealth Management's Schwab US TIPS ETF position peaked at $1.44M in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

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