CFA
SCHP icon

CWS Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

CWS Financial 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
-10,560
Closed -$283K – 133
2024
Q3 		$283K Sell
10,560
-2,220
-17% -$58.6K 0.1% 96
2024
Q2 		$332K Sell
12,780
-2,156
-14% -$55.7K 0.13% 83
2024
Q1 		$390K Sell
14,936
-11,272
-43% -$292K 0.16% 71
2023
Q4 		$684K Sell
26,208
-13,410
-34% -$341K 0.26% 55
2023
Q3 		$1M Sell
39,618
-5,954
-13% -$153K 0.4% 37
2023
Q2 		$1.19M Sell
45,572
-604
-1% -$16K 0.45% 28
2023
Q1 		$1.24M Buy
+46,176
New +$1.22M 0.49% 27
2022
Q4 		– Sell
-47,516
Closed -$1.23M – 151
2022
Q3 		$1.23M Buy
47,516
+16
+0% +$445 0.59% 25
2022
Q2 		$1.32M Sell
47,500
-190
-0.4% -$5.51K 0.61% 25
2022
Q1 		$1.45M Sell
47,690
-6,840
-13% -$210K 0.55% 25
2021
Q4 		$1.72M Buy
+54,530
New +$1.72M 0.6% 22
2021
Q2 		$407K Buy
+13,016
New +$404K 0.16% 93

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 $1.88B AUM 29.07% 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

CWS Financial Advisors's SCHP Position: Q4 2024 in Review

CWS Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 10,560 shares — an estimated $283K sold.

CWS Financial Advisors first reported a position in SCHP in Q2 2021 and held it in 12 quarters. The position peaked at $1.72M in Q4 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • CWS Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 10,560 Schwab US TIPS ETF shares in Q4 2024, an estimated $283K.
  • CWS Financial Advisors first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 12 quarters.
  • CWS Financial Advisors's Schwab US TIPS ETF position peaked at $1.72M in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on CWS Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.