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Contravisory Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Contravisory Investment 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
-1,864
Closed -$50K – 424
2024
Q3 		$50K Sell
1,864
-72
-4% -$1.9K 0.01% 238
2024
Q2 		$50.3K Sell
1,936
-836
-30% -$21.6K 0.01% 232
2024
Q1 		$72.3K Hold
2,772
– – 0.02% 227
2023
Q4 		$72.3K Hold
2,772
– – 0.02% 220
2023
Q3 		$70K Hold
2,772
– – 0.02% 225
2023
Q2 		$72.7K Hold
2,772
– – 0.02% 218
2023
Q1 		$74.3K Hold
2,772
– – 0.02% 228
2022
Q4 		$71.8K Sell
2,772
-298
-10% -$7.8K 0.02% 235
2022
Q3 		$80K Hold
3,070
– – 0.03% 219
2022
Q2 		$86K Hold
3,070
– – 0.03% 222
2022
Q1 		$93K Sell
3,070
-1,268
-29% -$38.9K 0.03% 224
2021
Q4 		$136K Buy
+4,338
New +$137K 0.04% 203

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
Koshinski Asset Management
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
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Contravisory Investment Management's SCHP Position: Q4 2024 in Review

Contravisory Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 1,864 shares — an estimated $50K sold.

Contravisory Investment Management first reported a position in SCHP in Q4 2021 and held it in 12 quarters. The position peaked at $136K in Q4 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Contravisory Investment Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 1,864 Schwab US TIPS ETF shares in Q4 2024, an estimated $50K.
  • Contravisory Investment Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 12 quarters.
  • Contravisory Investment Management's Schwab US TIPS ETF position peaked at $136K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Contravisory Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.