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Cresset Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Cresset Asset 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
-8,334
Closed -$223K – 2139
2024
Q3 		$223K Sell
8,334
-4,338
-34% -$115K ﹤0.01% 1940
2024
Q2 		$330K Buy
12,672
+4,236
+50% +$110K ﹤0.01% 1663
2024
Q1 		$220K Sell
8,436
-34
-0.4% -$882 ﹤0.01% 1726
2023
Q4 		$221K Sell
8,470
-9,850
-54% -$251K ﹤0.01% 1646
2023
Q3 		$462K Sell
18,320
-2,210
-11% -$57K ﹤0.01% 1226
2023
Q2 		$538K Buy
20,530
+2,248
+12% +$59.6K ﹤0.01% 1243
2023
Q1 		$490K Sell
18,282
-2
-0% -$53 0.01% 493
2022
Q4 		$473K Sell
18,284
-19,104
-51% -$500K 0.01% 433
2022
Q3 		$968K Sell
37,388
-9,392
-20% -$261K 0.01% 364
2022
Q2 		$1.3M Buy
46,780
+9,394
+25% +$273K 0.02% 317
2022
Q1 		$1.14M Buy
+37,386
New +$1.15M 0.01% 375
2020
Q4 		– Sell
-6,554
Closed -$202K – 804
2020
Q3 		$202K Buy
+6,554
New +$201K ﹤0.01% 645
2019
Q2 		– Sell
-5,132
Closed -$141K – 1463
2019
Q1 		$141K Buy
+5,132
New +$139K 0.01% 463

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Cresset Asset Management's SCHP Position: Q4 2024 in Review

Cresset Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 8,334 shares — an estimated $223K sold.

Cresset Asset Management first reported a position in SCHP in Q1 2019 and held it in 13 quarters. The position peaked at $1.3M in Q2 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Cresset Asset Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 8,334 Schwab US TIPS ETF shares in Q4 2024, an estimated $223K.
  • Cresset Asset Management first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 13 quarters.
  • Cresset Asset Management's Schwab US TIPS ETF position peaked at $1.3M in Q2 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.