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Crewe Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Crewe 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
2024
Q4 		– Sell
-382
Closed -$10.2K – 776
2024
Q3 		$10.2K Sell
382
-12
-3% -$317 ﹤0.01% 493
2024
Q2 		$10.2K Sell
394
-76
-16% -$1.97K ﹤0.01% 685
2024
Q1 		$12.2K Sell
470
-1,390
-75% -$36.1K ﹤0.01% 593
2023
Q4 		$48.5K Buy
1,860
+1,390
+296% +$35.4K 0.01% 130
2023
Q3 		$11.8K Sell
470
-794
-63% -$20.5K ﹤0.01% 231
2023
Q2 		$33.1K Sell
1,264
-1,720
-58% -$45.6K ﹤0.01% 306
2023
Q1 		$80K Buy
2,984
+2,454
+463% +$64.6K 0.01% 255
2022
Q4 		$13.7K Hold
530
– – ﹤0.01% 488
2022
Q3 		$14K Buy
+530
New +$14.7K ﹤0.01% 571

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

Crewe Advisors's SCHP Position: Q4 2024 in Review

Crewe Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 382 shares — an estimated $10.2K sold.

Crewe Advisors first reported a position in SCHP in Q3 2022 and held it in 9 quarters. The position peaked at $80K in Q1 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Crewe Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 382 Schwab US TIPS ETF shares in Q4 2024, an estimated $10.2K.
  • Crewe Advisors first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 9 quarters.
  • Crewe Advisors's Schwab US TIPS ETF position peaked at $80K in Q1 2023.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.