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Kimelman & Baird’s Schwab US TIPS ETF SCHP Stock Holding History

Kimelman & Baird’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
-314
Closed -$8.11K – 357
2024
Q4 		$8.11K Hold
314
– – ﹤0.01% 272
2024
Q3 		$8.42K Hold
314
– – ﹤0.01% 278
2024
Q2 		$8.17K Buy
+314
New +$8.12K ﹤0.01% 283

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Kimelman & Baird's SCHP Position: Q1 2025 in Review

Kimelman & Baird sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 314 shares — an estimated $8.11K sold.

Kimelman & Baird first reported a position in SCHP in Q2 2024 and held it in 3 quarters. The position peaked at $8.42K in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Kimelman & Baird reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Kimelman & Baird sold 314 Schwab US TIPS ETF shares in Q1 2025, an estimated $8.11K.
  • Kimelman & Baird first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 3 quarters.
  • Kimelman & Baird's Schwab US TIPS ETF position peaked at $8.42K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Kimelman & Baird's 13F filing for Q1 2025, filed 13 May 2025.