Empowered Funds’s Schwab US TIPS ETF SCHP Stock Holding History

Empowered Funds’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	-74,091	Closed	-$1.91M	–	1772
2024 Q4	$1.91M	Sell	74,091 -199,563	-73%	-$5.24M	0.03%	748
2024 Q3	$7.32M	Buy	273,654 +211,950	+343%	+$5.6M	0.12%	247
2024 Q2	$1.6M	Sell	61,704 -23,894	-28%	-$618K	0.03%	691
2024 Q1	$2.23M	Buy	+85,598	New	+$2.22M	0.04%	575
2023 Q3	–	Sell	-76,830	Closed	-$2.01M	–	1262
2023 Q2	$2.01M	Sell	76,830 -847,864	-92%	-$22.5M	0.07%	390
2023 Q1	$24.8M	Buy	+924,694	New	+$24.3M	1.46%	7
2022 Q4	–	Sell	-20,192	Closed	-$528K	–	561
2022 Q3	$520K	Sell	20,192 -22,266	-52%	-$619K	0.05%	248
2022 Q2	$1.17M	Sell	42,458 -575,382	-93%	-$16.7M	0.15%	158
2022 Q1	$18.7M	Buy	+617,840	New	+$18.9M	2.04%	8

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

Empowered Funds's SCHP Position: Q1 2025 in Review

Empowered Funds sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 74,091 shares — an estimated $1.91M sold.

Empowered Funds first reported a position in SCHP in Q1 2022 and held it in 9 quarters. The position peaked at $24.8M in Q1 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Empowered Funds reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
Empowered Funds sold 74,091 Schwab US TIPS ETF shares in Q1 2025, an estimated $1.91M.
Empowered Funds first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 9 quarters.
Empowered Funds's Schwab US TIPS ETF position peaked at $24.8M in Q1 2023.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.