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Lifeworks Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Lifeworks 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
2025
Q1 		– Sell
-11,694
Closed -$302K – 329
2024
Q4 		$302K Buy
+11,694
New +$307K 0.05% 235

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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

Lifeworks Advisors's SCHP Position: Q1 2025 in Review

Lifeworks Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 11,694 shares — an estimated $302K sold.

Lifeworks Advisors first reported a position in SCHP in Q4 2024 and held it in 1 quarter. The position peaked at $302K in Q4 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Lifeworks Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 11,694 Schwab US TIPS ETF shares in Q1 2025, an estimated $302K.
  • Lifeworks Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 1 quarter.
  • Lifeworks Advisors's Schwab US TIPS ETF position peaked at $302K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.