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Investment Planning Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Investment Planning 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
Q4 		– Sell
-14,236
Closed -$370K – 66
2024
Q3 		$370K Hold
14,236
– – 0.19% 50
2024
Q2 		$370K Buy
+14,236
New +$368K 0.19% 50

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Investment Planning Advisors's SCHP Position: Q4 2024 in Review

Investment Planning Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 14,236 shares — an estimated $370K sold.

Investment Planning Advisors first reported a position in SCHP in Q2 2024 and held it in 2 quarters. The position peaked at $370K in Q3 2024. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Investment Planning Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Investment Planning Advisors sold 14,236 Schwab US TIPS ETF shares in Q4 2024, an estimated $370K.
  • Investment Planning Advisors first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 2 quarters.
  • Investment Planning Advisors's Schwab US TIPS ETF position peaked at $370K in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Investment Planning Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.