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Cypress Wealth Services’s Schwab US TIPS ETF SCHP Stock Holding History

Cypress Wealth Services’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
-9,220
Closed -$247K – 302
2024
Q3 		$247K Sell
9,220
-12,076
-57% -$319K 0.05% 235
2024
Q2 		$554K Buy
21,296
+2,138
+11% +$55.3K 0.12% 129
2024
Q1 		$500K Buy
19,158
+1,646
+9% +$42.7K 0.12% 145
2023
Q4 		$457K Buy
17,512
+4,948
+39% +$126K 0.11% 150
2023
Q3 		$317K Buy
+12,564
New +$324K 0.09% 180
2021
Q1 		– Sell
-8,140
Closed -$253K – 300
2020
Q4 		$253K Buy
+8,140
New +$250K 0.06% 229

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

Cypress Wealth Services's SCHP Position: Q4 2024 in Review

Cypress Wealth Services sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 9,220 shares — an estimated $247K sold.

Cypress Wealth Services first reported a position in SCHP in Q4 2020 and held it in 6 quarters. The position peaked at $554K in Q2 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Cypress Wealth Services reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 9,220 Schwab US TIPS ETF shares in Q4 2024, an estimated $247K.
  • Cypress Wealth Services first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 6 quarters.
  • Cypress Wealth Services's Schwab US TIPS ETF position peaked at $554K in Q2 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.