Cannell & Spears’s Schwab US TIPS ETF SCHP Stock Holding History

Cannell & Spears’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 Q4	–	Sell	-7,446	Closed	-$201K	–	431
2025 Q3	$201K	Buy	+7,446	New	+$199K	﹤0.01%	383
2025 Q1	–	Sell	-8,200	Closed	-$212K	–	416
2024 Q4	$212K	Buy	8,200 +40	+0.5%	+$1.05K	﹤0.01%	370
2024 Q3	$219K	Buy	+8,160	New	+$216K	﹤0.01%	376
2022 Q3	–	Sell	-9,574	Closed	-$267K	–	207
2022 Q2	$267K	Sell	9,574 -1,112	-10%	-$32.3K	0.02%	180
2022 Q1	$324K	Sell	10,686 -74	-0.7%	-$2.27K	0.02%	178
2021 Q4	$338K	Sell	10,760 -20	-0.2%	-$630	0.02%	172
2021 Q3	$337K	Sell	10,780 -12	-0.1%	-$379	0.02%	177
2021 Q2	$337K	Buy	10,792 +646	+6%	+$20K	0.02%	184
2021 Q1	$310K	Sell	10,146 -3,746	-27%	-$115K	0.02%	182
2020 Q4	$431K	Sell	13,892 -2	-0%	-$61	0.04%	146
2020 Q3	$428K	Buy	13,894 +6	+0%	+$184	0.04%	141
2020 Q2	$417K	Sell	13,888 -1,750	-11%	-$51.8K	0.04%	132
2020 Q1	$450K	Buy	+15,638	New	+$448K	0.06%	116

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

AllianceBernstein

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