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Hanson & Doremus Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Hanson & Doremus 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 		– Sell
-538
Closed -$14K – 461
2024
Q3 		$14K Sell
538
-2,208
-80% -$58.3K ﹤0.01% 385
2024
Q2 		$71K Buy
2,746
+54
+2% +$1.4K 0.01% 266
2024
Q1 		$70K Buy
2,692
+378
+16% +$9.81K 0.01% 277
2023
Q4 		$60K Sell
2,314
-1,538
-40% -$39.1K 0.01% 287
2023
Q3 		$97K Sell
3,852
-3,942
-51% -$102K 0.02% 237
2023
Q2 		$204K Sell
7,794
-84
-1% -$2.23K 0.04% 175
2023
Q1 		$211K Buy
7,878
+922
+13% +$24.3K 0.05% 170
2022
Q4 		$180K Sell
6,956
-604
-8% -$15.8K 0.04% 187
2022
Q3 		$196K Buy
+7,560
New +$210K 0.05% 177
2022
Q2 		– Sell
-5,240
Closed -$159K – 538
2022
Q1 		$159K Sell
5,240
-2,968
-36% -$91K 0.03% 213
2021
Q4 		$258K Buy
8,208
+54
+0.7% +$1.7K 0.06% 167
2021
Q3 		$255K Buy
+8,154
New +$257K 0.06% 155
2021
Q2 		– Sell
-4,336
Closed -$133K – 507
2021
Q1 		$133K Buy
4,336
+3,656
+538% +$113K 0.03% 215
2020
Q4 		$21K Buy
+680
New +$20.9K 0.01% 351
2018
Q4 		– Sell
-3,732
Closed -$101K – 461
2018
Q3 		$101K Sell
3,732
-98
-3% -$2.67K 0.03% 223
2018
Q2 		$105K Buy
3,830
+846
+28% +$23.1K 0.03% 226
2018
Q1 		$82K Buy
2,984
+212
+8% +$5.8K 0.03% 257
2017
Q4 		$77K Buy
2,772
+222
+9% +$6.14K 0.03% 259
2017
Q3 		$70K Buy
2,550
+314
+14% +$8.69K 0.02% 257
2017
Q2 		$62K Buy
2,236
+1,180
+112% +$32.7K 0.02% 258
2017
Q1 		$29K Buy
+1,056
New +$29.2K 0.01% 311

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

Hanson & Doremus Investment Management's SCHP Position: Q4 2024 in Review

Hanson & Doremus Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 538 shares — an estimated $14K sold.

Hanson & Doremus Investment Management first reported a position in SCHP in Q1 2017 and held it in 21 quarters. The position peaked at $258K in Q4 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Hanson & Doremus Investment Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 538 Schwab US TIPS ETF shares in Q4 2024, an estimated $14K.
  • Hanson & Doremus Investment Management first reported a position in Schwab US TIPS ETF in Q1 2017 and held it in 21 quarters.
  • Hanson & Doremus Investment Management's Schwab US TIPS ETF position peaked at $258K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.