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Gray Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Gray Wealth 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 		$574K Buy
22,207
+9,823
+79% +$258K 0.22% 63
2024
Q3 		$332K Buy
12,384
+2,690
+28% +$71K 0.13% 92
2024
Q2 		$252K Sell
9,694
-970
-9% -$25.1K 0.11% 109
2024
Q1 		$278K Sell
10,664
-482
-4% -$12.5K 0.12% 102
2023
Q4 		$291K Sell
11,146
-22,380
-67% -$569K 0.14% 89
2023
Q3 		$846K Sell
33,526
-11,000
-25% -$284K 0.43% 47
2023
Q2 		$1.17M Sell
44,526
-6,084
-12% -$161K 0.59% 36
2023
Q1 		$1.36M Hold
50,610
– – 0.74% 34
2022
Q4 		$1.31M Buy
50,610
+34,942
+223% +$914K 0.76% 33
2022
Q3 		$406K Buy
+15,668
New +$436K 0.26% 66
2022
Q2 		– Sell
-6,682
Closed -$203K – 124
2022
Q1 		$203K Buy
6,682
+2
+0% +$61 0.1% 123
2021
Q4 		$210K Buy
6,680
+4
+0.1% +$126 0.1% 121
2021
Q3 		$209K Buy
6,676
+6
+0.1% +$189 0.12% 114
2021
Q2 		$209K Sell
6,670
-720
-10% -$22.3K 0.12% 115
2021
Q1 		$226K Sell
7,390
-488
-6% -$15K 0.14% 102
2020
Q4 		$244K Buy
7,878
+812
+11% +$24.9K 0.17% 88
2020
Q3 		$218K Hold
7,066
– – 0.17% 88
2020
Q2 		$212K Sell
7,066
-1,278
-15% -$37.9K 0.18% 88
2020
Q1 		$240K Buy
+8,344
New +$239K 0.26% 74

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

Gray Wealth Management's SCHP Position: Q4 2024 in Review

Gray Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 79% in Q4 2024, buying an estimated $258K and bringing the position to 22,207 shares worth $574K. The position accounts for 0.22% of the portfolio, ranked #63.

Gray Wealth Management first reported a position in SCHP in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.36M in Q1 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Gray Wealth Management held 22,207 shares of Schwab US TIPS ETF worth $574K as of Q4 2024.
  • Gray Wealth Management bought 9,823 Schwab US TIPS ETF shares in Q4 2024, an estimated $258K.
  • Schwab US TIPS ETF made up 0.22% of Gray Wealth Management's portfolio in Q4 2024, its #63 holding.
  • Gray Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 19 quarters since.
  • Gray Wealth Management's Schwab US TIPS ETF position peaked at $1.36M in Q1 2023.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.