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Eagle Ridge Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Eagle Ridge Investment 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 		$13.4M Buy
518,606
+14,308
+3% +$376K 1.17% 36
2024
Q3 		$13.5M Buy
504,298
+30,298
+6% +$800K 1.19% 36
2024
Q2 		$12.3M Buy
474,000
+19,144
+4% +$495K 1.14% 37
2024
Q1 		$11.9M Buy
454,856
+10,288
+2% +$267K 1.09% 39
2023
Q4 		$11.6M Buy
+444,568
New +$11.3M 1.14% 37

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

Eagle Ridge Investment Management's SCHP Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Schwab US TIPS ETF (SCHP) stake by 2.8% in Q4 2024, buying an estimated $376K and bringing the position to 518,606 shares worth $13.4M. The position accounts for 1.17% of the portfolio, ranked #36.

Eagle Ridge Investment Management first reported a position in SCHP in Q4 2023 and has held it in 5 quarters since. The position peaked at $13.5M in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Eagle Ridge Investment Management held 518,606 shares of Schwab US TIPS ETF worth $13.4M as of Q4 2024.
  • Eagle Ridge Investment Management bought 14,308 Schwab US TIPS ETF shares in Q4 2024, an estimated $376K.
  • Schwab US TIPS ETF made up 1.17% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #36 holding.
  • Eagle Ridge Investment Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 5 quarters since.
  • Eagle Ridge Investment Management's Schwab US TIPS ETF position peaked at $13.5M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.