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Hart & Patterson Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Hart & Patterson Financial Group’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 		$6.99M Buy
270,766
+9,212
+4% +$242K 3.4% 9
2024
Q3 		$7.01M Sell
261,554
-1,854
-0.7% -$49K 3.32% 9
2024
Q2 		$6.85M Buy
263,408
+1,982
+0.8% +$51.2K 3.39% 10
2024
Q1 		$6.82M Buy
261,426
+4,222
+2% +$110K 3.38% 11
2023
Q4 		$6.71M Buy
+257,204
New +$6.54M 3.49% 9

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 $1.88B AUM 29.07% 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

Hart & Patterson Financial Group's SCHP Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 3.5% in Q4 2024, buying an estimated $242K and bringing the position to 270,766 shares worth $6.99M. The position accounts for 3.4% of the portfolio, ranked #9.

Hart & Patterson Financial Group first reported a position in SCHP in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.01M in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Hart & Patterson Financial Group held 270,766 shares of Schwab US TIPS ETF worth $6.99M as of Q4 2024.
  • Hart & Patterson Financial Group bought 9,212 Schwab US TIPS ETF shares in Q4 2024, an estimated $242K.
  • Schwab US TIPS ETF made up 3.4% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #9 holding.
  • Hart & Patterson Financial Group first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Schwab US TIPS ETF position peaked at $7.01M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.