Element Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Element Wealth’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
2025 Q1	–	Sell	-50	Closed	-$1.29K	–	262
2024 Q4	$1.29K	Hold	50	–	–	﹤0.01%	285
2024 Q3	$1.34K	Hold	50	–	–	﹤0.01%	278
2024 Q2	$1.3K	Hold	50	–	–	﹤0.01%	284
2024 Q1	$1.3K	Hold	50	–	–	﹤0.01%	263
2023 Q4	$1.3K	Hold	50	–	–	﹤0.01%	253
2023 Q3	$1.26K	Buy	+50	New	+$1.29K	﹤0.01%	243

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Element Wealth's SCHP Position: Q1 2025 in Review

Element Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 50 shares — an estimated $1.29K sold.

Element Wealth first reported a position in SCHP in Q3 2023 and held it in 6 quarters. The position peaked at $1.34K in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Element Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 50 Schwab US TIPS ETF shares in Q1 2025, an estimated $1.29K.
Element Wealth first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 6 quarters.
Element Wealth's Schwab US TIPS ETF position peaked at $1.34K in Q3 2024.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.