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

Freedom 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 Q3	–	Sell	-10,178	Closed	-$265K	–	819
2024 Q2	$265K	Buy	+10,178	New	+$263K	0.02%	642
2023 Q1	–	Sell	-68,902	Closed	-$1.78M	–	783
2022 Q4	$1.78M	Buy	68,902 +27,318	+66%	+$715K	0.2%	125
2022 Q3	$1.08M	Buy	+41,584	New	+$1.16M	0.12%	232
2021 Q1	–	Sell	-13,878	Closed	-$431K	–	902
2020 Q4	$431K	Sell	13,878 -2,030	-13%	-$62.4K	0.05%	377
2020 Q3	$490K	Sell	15,908 -1,936	-11%	-$59.3K	0.05%	290
2020 Q2	$536K	Sell	17,844 -366	-2%	-$10.8K	0.06%	256
2020 Q1	$524K	Buy	+18,210	New	+$521K	0.05%	336

Other funds holding SCHP

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 New York $1.56T AUM 27.86% 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

LNC

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

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Freedom Investment Management's SCHP Position: Q3 2024 in Review

Freedom Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 10,178 shares — an estimated $265K sold.

Freedom Investment Management first reported a position in SCHP in Q1 2020 and held it in 7 quarters. The position peaked at $1.78M in Q4 2022. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

Freedom Investment Management reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
Freedom Investment Management sold 10,178 Schwab US TIPS ETF shares in Q3 2024, an estimated $265K.
Freedom Investment Management first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 7 quarters.
Freedom Investment Management's Schwab US TIPS ETF position peaked at $1.78M in Q4 2022.
635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.