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Kestra Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-3,545
Closed -$91.6K – 1321
2024
Q4 		$91.6K Sell
3,545
-3,959
-53% -$104K ﹤0.01% 448
2024
Q3 		$201K Sell
7,504
-545,604
-99% -$14.4M 0.01% 337
2024
Q2 		$14.4M Buy
+553,108
New +$14.3M 0.98% 32

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Kestra Investment Management's SCHP Position: Q1 2025 in Review

Kestra Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 3,545 shares — an estimated $91.6K sold.

Kestra Investment Management first reported a position in SCHP in Q2 2024 and held it in 3 quarters. The position peaked at $14.4M in Q2 2024. 663 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Kestra Investment Management reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 3,545 Schwab US TIPS ETF shares in Q1 2025, an estimated $91.6K.
  • Kestra Investment Management first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 3 quarters.
  • Kestra Investment Management's Schwab US TIPS ETF position peaked at $14.4M in Q2 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.