Clearview Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Clearview Wealth Advisors’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	$310K	Buy	11,692 +1,711	+17%	+$45.9K	0.2%	84
2025 Q3	$269K	Sell	9,981 -420	-4%	-$11.2K	0.17%	92
2025 Q2	$278K	Sell	10,401 -93	-0.9%	-$2.46K	0.19%	88
2025 Q1	$282K	Sell	10,494 -500	-5%	-$13.1K	0.21%	88
2024 Q4	$284K	Buy	10,994 +1,648	+18%	+$43.3K	0.22%	81
2024 Q3	$251K	Buy	9,346 +1,412	+18%	+$37.3K	0.19%	86
2024 Q2	$206K	Buy	+7,934	New	+$205K	0.18%	93
2023 Q3	–	Sell	-9,484	Closed	-$249K	–	525
2023 Q2	$249K	Sell	9,484 -294	-3%	-$7.79K	0.25%	101
2023 Q1	$262K	Sell	9,778 -28,724	-75%	-$756K	0.27%	107
2022 Q4	$997K	Sell	38,502 -64,684	-63%	-$1.69M	0.77%	28
2022 Q3	$2.67M	Sell	103,186 -35,328	-26%	-$982K	2.12%	9
2022 Q2	$3.87M	Buy	138,514 +33,736	+32%	+$979K	2.9%	8
2022 Q1	$3.18M	Sell	104,778 -44,788	-30%	-$1.37M	2.09%	10
2021 Q4	$4.7M	Buy	149,566 +85,968	+135%	+$2.71M	2.87%	7
2021 Q3	$1.99M	Buy	63,598 +56,734	+827%	+$1.79M	1.26%	18
2021 Q2	$215K	Buy	6,864 +1,908	+38%	+$59.2K	0.13%	109
2021 Q1	$152K	Buy	+4,956	New	+$153K	0.1%	128

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