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Hardy Reed’s Schwab US TIPS ETF SCHP Stock Holding History

Hardy Reed’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
-13,206
Closed -$354K – 260
2024
Q3 		$354K Hold
13,206
– – 0.03% 167
2024
Q2 		$343K Sell
13,206
-5,506
-29% -$142K 0.03% 168
2024
Q1 		$488K Buy
18,712
+4,818
+35% +$125K 0.06% 68
2023
Q4 		$363K Hold
13,894
– – 0.05% 82
2023
Q3 		$351K Buy
13,894
+1,092
+9% +$28.1K 0.06% 72
2023
Q2 		$336K Sell
12,802
-2,000
-14% -$53K 0.06% 71
2023
Q1 		$397K Buy
14,802
+688
+5% +$18.1K 0.07% 69
2022
Q4 		$365K Buy
14,114
+1,874
+15% +$49K 0.07% 73
2022
Q3 		$317K Hold
12,240
– – 0.07% 62
2022
Q2 		$341K Buy
12,240
+340
+3% +$9.87K 0.07% 61
2022
Q1 		$361K Sell
11,900
-1,210
-9% -$37.1K 0.07% 61
2021
Q4 		$412K Hold
13,110
– – 0.07% 65
2021
Q3 		$410K Hold
13,110
– – 0.07% 63
2021
Q2 		$410K Hold
13,110
– – 0.07% 63
2021
Q1 		$401K Hold
13,110
– – 0.08% 60
2020
Q4 		$407K Hold
13,110
– – 0.09% 57
2020
Q3 		$404K Hold
13,110
– – 0.1% 51
2020
Q2 		$393K Sell
13,110
-6,022
-31% -$178K 0.14% 47
2020
Q1 		$550K Sell
19,132
-2,434
-11% -$69.7K 0.25% 38
2019
Q4 		$611K Hold
21,566
– – 0.23% 37
2019
Q3 		$612K Hold
21,566
– – 0.24% 37
2019
Q2 		$607K Hold
21,566
– – 0.24% 36
2019
Q1 		$593K Hold
21,566
– – 0.22% 34
2018
Q4 		$574K Buy
+21,566
New +$574K 0.24% 32

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

Hardy Reed's SCHP Position: Q4 2024 in Review

Hardy Reed sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 13,206 shares — an estimated $354K sold.

Hardy Reed first reported a position in SCHP in Q4 2018 and held it in 24 quarters. The position peaked at $612K in Q3 2019. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Hardy Reed reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Hardy Reed sold 13,206 Schwab US TIPS ETF shares in Q4 2024, an estimated $354K.
  • Hardy Reed first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 24 quarters.
  • Hardy Reed's Schwab US TIPS ETF position peaked at $612K in Q3 2019.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Hardy Reed's 13F filing for Q4 2024, filed 3 Feb 2025.