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Diversified’s Schwab US TIPS ETF SCHP Stock Holding History

Diversified’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
Q3 		– Sell
-7,944
Closed -$207K – 237
2024
Q2 		$207K Buy
+7,944
New +$205K 0.02% 227
2023
Q2 		– Sell
-7,806
Closed -$209K – 152
2023
Q1 		$209K Sell
7,806
-731,364
-99% -$19.2M 0.07% 133
2022
Q4 		$19.1M Buy
739,170
+28,176
+4% +$737K 7.52% 4
2022
Q3 		$18.4M Buy
710,994
+35,382
+5% +$984K 9.27% 3
2022
Q2 		$18.8M Buy
675,612
+664,390
+5,920% +$19.3M 7.82% 2
2022
Q1 		$341K Sell
11,222
-46,140
-80% -$1.42M 0.14% 81
2021
Q4 		$1.8M Buy
57,362
+8,994
+19% +$283K 0.76% 26
2021
Q3 		$1.51M Buy
48,368
+19,148
+66% +$604K 0.8% 31
2021
Q2 		$913K Buy
29,220
+7,292
+33% +$226K 0.51% 40
2021
Q1 		$671K Buy
21,928
+18,250
+496% +$562K 0.52% 39
2020
Q4 		$113K Buy
+3,678
New +$113K 0.1% 132

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Diversified's SCHP Position: Q3 2024 in Review

Diversified sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 7,944 shares — an estimated $207K sold.

Diversified first reported a position in SCHP in Q4 2020 and held it in 11 quarters. The position peaked at $19.1M in Q4 2022. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Diversified reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Diversified sold 7,944 Schwab US TIPS ETF shares in Q3 2024, an estimated $207K.
  • Diversified first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 11 quarters.
  • Diversified's Schwab US TIPS ETF position peaked at $19.1M in Q4 2022.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.