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

Cassady Schiller 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	$2.74K	Hold	106	–	–	﹤0.01%	521
2024 Q3	$2.84K	Hold	106	–	–	﹤0.01%	377
2024 Q2	$2.76K	Hold	106	–	–	﹤0.01%	380
2024 Q1	$2.76K	Hold	106	–	–	﹤0.01%	410
2023 Q4	$2.77K	Hold	106	–	–	﹤0.01%	381
2023 Q3	$2.68K	Hold	106	–	–	﹤0.01%	398
2023 Q2	$2.78K	Hold	106	–	–	﹤0.01%	409
2023 Q1	$2.84K	Hold	106	–	–	﹤0.01%	389
2022 Q4	$2.75K	Buy	+106	New	+$2.77K	﹤0.01%	402

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

Cassady Schiller Wealth Management's SCHP Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q4 2024 at 106 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Cassady Schiller Wealth Management first reported a position in SCHP in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.84K in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

Cassady Schiller Wealth Management held 106 shares of Schwab US TIPS ETF worth $2.74K as of Q4 2024.
Cassady Schiller Wealth Management left its Schwab US TIPS ETF share count unchanged in Q4 2024.
Schwab US TIPS ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #521 holding.
Cassady Schiller Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's Schwab US TIPS ETF position peaked at $2.84K in Q3 2024.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

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