Castleview Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Castleview Partners’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 Q1	–	Sell	-533	Closed	-$13.8K	–	481
2024 Q4	$13.8K	Sell	533 -87	-14%	-$2.29K	0.01%	537
2024 Q3	$16.6K	Buy	620 +88	+17%	+$2.32K	0.01%	472
2024 Q2	$13.8K	Sell	532 -804	-60%	-$20.8K	0.01%	474
2024 Q1	$34.8K	Hold	1,336	–	–	0.02%	390
2023 Q4	$34.9K	Buy	+1,336	New	+$34K	0.02%	362
2022 Q3	–	Sell	-160	Closed	-$3.54K	–	734
2022 Q2	$3.54K	Sell	160 -14	-8%	-$406	﹤0.01%	581
2022 Q1	$5K	Sell	174 -11,522	-99%	-$353K	﹤0.01%	577
2021 Q4	$93	Buy	+11,696	New	+$368K	﹤0.01%	818

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

LNC

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

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Castleview Partners's SCHP Position: Q1 2025 in Review

Castleview Partners sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 533 shares — an estimated $13.8K sold.

Castleview Partners first reported a position in SCHP in Q4 2021 and held it in 8 quarters. The position peaked at $34.9K in Q4 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Castleview Partners reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 533 Schwab US TIPS ETF shares in Q1 2025, an estimated $13.8K.
Castleview Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 8 quarters.
Castleview Partners's Schwab US TIPS ETF position peaked at $34.9K in Q4 2023.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.