Marquette Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Marquette Asset 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
2024 Q4	–	Sell	-202	Closed	-$5.42K	–	213
2024 Q3	$5.42K	Buy	+202	New	+$5.33K	﹤0.01%	216
2020 Q3	–	Sell	-1,284	Closed	-$39K	–	237
2020 Q2	$39K	Hold	1,284	–	–	0.01%	165
2020 Q1	$37K	Sell	1,284 -2,000	-61%	-$57.3K	0.02%	168
2019 Q4	$93K	Hold	3,284	–	–	0.03%	105
2019 Q3	$93K	Hold	3,284	–	–	0.03%	109
2019 Q2	$92K	Hold	3,284	–	–	0.03%	104
2019 Q1	$90K	Buy	+3,284	New	+$88.6K	0.03%	108

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marquette Asset Management's SCHP Position: Q4 2024 in Review

Marquette Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 202 shares — an estimated $5.42K sold.

Marquette Asset Management first reported a position in SCHP in Q1 2019 and held it in 7 quarters. The position peaked at $93K in Q4 2019. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

Marquette Asset Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
Marquette Asset Management sold 202 Schwab US TIPS ETF shares in Q4 2024, an estimated $5.42K.
Marquette Asset Management first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 7 quarters.
Marquette Asset Management's Schwab US TIPS ETF position peaked at $93K in Q4 2019.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Marquette Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.