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

LVW 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
-11,826
Closed -$305K – 317
2024
Q4 		$305K Sell
11,826
-55,734
-82% -$1.46M 0.04% 248
2024
Q3 		$1.81M Hold
67,560
– – 0.23% 67
2024
Q2 		$1.76M Sell
67,560
-222
-0.3% -$5.74K 0.26% 59
2024
Q1 		$1.77M Sell
67,782
-5,860
-8% -$152K 0.3% 56
2023
Q4 		$1.92M Sell
73,642
-1,124,316
-94% -$28.6M 0.36% 49
2023
Q3 		$30.2M Sell
1,197,958
-28,478
-2% -$734K 6.24% 3
2023
Q2 		$32.2M Buy
1,226,436
+61,228
+5% +$1.62M 6.18% 3
2023
Q1 		$31.2M Buy
1,165,208
+6,576
+0.6% +$173K 6.11% 3
2022
Q4 		$30M Sell
1,158,632
-85,608
-7% -$2.24M 6.1% 3
2022
Q3 		$32.2M Sell
1,244,240
-145,566
-10% -$4.05M 7.2% 1
2022
Q2 		$38.8M Sell
1,389,806
-46,608
-3% -$1.35M 7.89% 1
2022
Q1 		$43.6M Sell
1,436,414
-113,256
-7% -$3.47M 7.37% 2
2021
Q4 		$48.7M Buy
1,549,670
+73,628
+5% +$2.32M 8.3% 2
2021
Q3 		$46.2M Buy
1,476,042
+85,946
+6% +$2.71M 7.96% 2
2021
Q2 		$43.4M Buy
1,390,096
+23,212
+2% +$720K 7.71% 2
2021
Q1 		$41.8M Buy
1,366,884
+7,840
+0.6% +$242K 8.03% 1
2020
Q4 		$42.2M Buy
1,359,044
+58,624
+5% +$1.8M 8.46% 2
2020
Q3 		$40.1M Buy
1,300,420
+439,496
+51% +$13.5M 8.83% 2
2020
Q2 		$25.8M Buy
860,924
+45,204
+6% +$1.34M 6.24% 3
2020
Q1 		$23.5M Buy
815,720
+206,998
+34% +$5.93M 6.24% 3
2019
Q4 		$17.2M Buy
608,722
+47,646
+8% +$1.35M 3.9% 5
2019
Q3 		$15.9M Buy
561,076
+87,594
+18% +$2.48M 3.95% 5
2019
Q2 		$13.3M Buy
473,482
+185,420
+64% +$5.13M 3.69% 5
2019
Q1 		$7.92M Buy
288,062
+82,578
+40% +$2.23M 2.11% 10
2018
Q4 		$5.47M Buy
205,484
+97,014
+89% +$2.58M 1.85% 10
2018
Q3 		$2.93M Buy
108,470
+6,070
+6% +$165K 0.82% 30
2018
Q2 		$2.81M Buy
102,400
+6,890
+7% +$188K 0.89% 28
2018
Q1 		$2.62M Buy
95,510
+81,524
+583% +$2.23M 0.81% 28
2017
Q4 		$388K Buy
+13,986
New +$387K 0.11% 96

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 $2.79B AUM 18.53% 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

LVW Advisors's SCHP Position: Q1 2025 in Review

LVW Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 11,826 shares — an estimated $305K sold.

LVW Advisors first reported a position in SCHP in Q4 2017 and held it in 29 quarters. The position peaked at $48.7M in Q4 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • LVW Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • LVW Advisors sold 11,826 Schwab US TIPS ETF shares in Q1 2025, an estimated $305K.
  • LVW Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 29 quarters.
  • LVW Advisors's Schwab US TIPS ETF position peaked at $48.7M in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on LVW Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.