Householder Group Estate & Retirement Specialist’s Schwab US TIPS ETF SCHP Stock Holding History

Householder Group Estate & Retirement Specialist’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	-682	Closed	-$18K	–	1083
2024 Q3	$18K	Buy	682 +6	+0.9%	+$158	0.01%	722
2024 Q2	$17K	Buy	676 +8	+1%	+$207	﹤0.01%	716
2024 Q1	$17.5K	Sell	668 -384	-37%	-$9.96K	0.01%	700
2023 Q4	$27K	Sell	1,052 -3,262	-76%	-$83K	0.01%	576
2023 Q3	$109K	Buy	+4,314	New	+$111K	0.04%	302
2023 Q1	$159K	Buy	+5,924	New	+$156K	0.06%	227
2022 Q4	–	Sell	-12,580	Closed	-$325K	–	969
2022 Q3	$325K	Sell	12,580 -278	-2%	-$7.73K	0.13%	146
2022 Q2	$359K	Buy	12,858 +1,580	+14%	+$45.9K	0.16%	136
2022 Q1	$342K	Buy	+11,278	New	+$346K	0.14%	146

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 682 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHP in Q1 2022 and held it in 9 quarters. The position peaked at $359K in Q2 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 682 Schwab US TIPS ETF shares in Q4 2024, an estimated $18K.
Householder Group Estate & Retirement Specialist first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 9 quarters.
Householder Group Estate & Retirement Specialist's Schwab US TIPS ETF position peaked at $359K in Q2 2022.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.