Kades & Cheifetz’s Schwab US TIPS ETF SCHP Stock Holding History

Kades & Cheifetz’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	$2.67M	Buy	103,539 +37,615	+57%	+$989K	1.37%	22
2024 Q3	$1.77M	Sell	65,924 -8,074	-11%	-$213K	1.01%	29
2024 Q2	$1.92M	Buy	73,998 +76	+0.1%	+$1.97K	1.21%	24
2024 Q1	$1.93M	Sell	73,922 -392	-0.5%	-$10.2K	1.23%	22
2023 Q4	$1.94M	Buy	74,314 +342	+0.5%	+$8.7K	1.37%	21
2023 Q3	$1.87M	Sell	73,972 -3,992	-5%	-$103K	1.48%	20
2023 Q2	$2.04M	Sell	77,964 -1,198	-2%	-$31.8K	1.57%	18
2023 Q1	$2.12M	Buy	79,162 +356	+0.5%	+$9.37K	1.67%	17
2022 Q4	$2.04M	Buy	+78,806	New	+$2.06M	1.71%	16

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 $1.6B 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 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

Kades & Cheifetz's SCHP Position: Q4 2024 in Review

Kades & Cheifetz increased its Schwab US TIPS ETF (SCHP) stake by 57% in Q4 2024, buying an estimated $989K and bringing the position to 103,539 shares worth $2.67M. The position accounts for 1.37% of the portfolio, ranked #22.

Kades & Cheifetz first reported a position in SCHP in Q4 2022 and has held it in 9 quarters since. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

Kades & Cheifetz held 103,539 shares of Schwab US TIPS ETF worth $2.67M as of Q4 2024.
Kades & Cheifetz bought 37,615 Schwab US TIPS ETF shares in Q4 2024, an estimated $989K.
Schwab US TIPS ETF made up 1.37% of Kades & Cheifetz's portfolio in Q4 2024, its #22 holding.
Kades & Cheifetz first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 9 quarters since.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.