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Heritage Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Heritage Wealth Advisors’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
-25,800
Closed -$671K – 629
2024
Q2 		$671K Hold
25,800
– – 0.03% 113
2024
Q1 		$673K Hold
25,800
– – 0.03% 121
2023
Q4 		$673K Sell
25,800
-800
-3% -$20.4K 0.03% 115
2023
Q3 		$672K Hold
26,600
– – 0.04% 108
2023
Q2 		$697K Hold
26,600
– – 0.04% 108
2023
Q1 		$713K Hold
26,600
– – 0.04% 98
2022
Q4 		$689K Hold
26,600
– – 0.04% 103
2022
Q3 		$689K Hold
26,600
– – 0.05% 93
2022
Q2 		$742K Hold
26,600
– – 0.05% 94
2022
Q1 		$807K Hold
26,600
– – 0.04% 96
2021
Q4 		$836K Hold
26,600
– – 0.05% 105
2021
Q3 		$832K Hold
26,600
– – 0.05% 98
2021
Q2 		$831K Hold
26,600
– – 0.05% 98
2021
Q1 		$813K Buy
+26,600
New +$819K 0.05% 99
2020
Q1 		– Sell
-1,029,174
Closed -$29.1M – 563
2019
Q4 		$29.1M Buy
1,029,174
+93,484
+10% +$2.65M 3.85% 5
2019
Q3 		$26.6M Buy
935,690
+81,794
+10% +$2.32M 3.91% 5
2019
Q2 		$24M Buy
853,896
+30,142
+4% +$834K 3.69% 5
2019
Q1 		$22.7M Buy
823,754
+4,046
+0.5% +$109K 3.72% 5
2018
Q4 		$21.8M Buy
+819,708
New +$21.8M 4.26% 6
2015
Q2 		– Sell
-121,512
Closed -$3.33M – 89
2015
Q1 		$3.33M Sell
121,512
-3,438
-3% -$94.3K 2.75% 7
2014
Q4 		$3.39M Sell
124,950
-1,418
-1% -$38.7K 3.03% 7
2014
Q3 		$3.42M Buy
126,368
+2,030
+2% +$56.1K 3.56% 5
2014
Q2 		$3.46M Buy
124,338
+4,504
+4% +$124K 3.71% 5
2014
Q1 		$3.23M Buy
119,834
+66,118
+123% +$1.78M 3.74% 5
2013
Q4 		$1.42M Buy
+53,716
New +$1.44M 1.78% 10

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Heritage Wealth Advisors's SCHP Position: Q3 2024 in Review

Heritage Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 25,800 shares — an estimated $671K sold.

Heritage Wealth Advisors first reported a position in SCHP in Q4 2013 and held it in 25 quarters. The position peaked at $29.1M in Q4 2019. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Heritage Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 25,800 Schwab US TIPS ETF shares in Q3 2024, an estimated $671K.
  • Heritage Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2013 and held it in 25 quarters.
  • Heritage Wealth Advisors's Schwab US TIPS ETF position peaked at $29.1M in Q4 2019.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Heritage Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.