LDB
SCHP icon

Lee, Danner & Bass’s Schwab US TIPS ETF SCHP Stock Holding History

Lee, Danner & Bass’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
-378
Closed -$9.75K – 620
2024
Q4 		$9.75K Buy
+378
New +$9.94K ﹤0.01% 535

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

Lee, Danner & Bass's SCHP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 378 shares — an estimated $9.75K sold.

Lee, Danner & Bass first reported a position in SCHP in Q4 2024 and held it in 1 quarter. The position peaked at $9.75K in Q4 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 378 Schwab US TIPS ETF shares in Q1 2025, an estimated $9.75K.
  • Lee, Danner & Bass first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab US TIPS ETF position peaked at $9.75K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.