Matthew Hamilton Rosenberg’s Schwab US TIPS ETF SCHP Stock Holding History

Matthew Hamilton Rosenberg’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	-274	Closed	-$7.08K	–	829
2024 Q4	$7.08K	Hold	274	–	–	﹤0.01%	669
2024 Q3	$7.35K	Hold	274	–	–	﹤0.01%	655
2024 Q2	$7.07K	Buy	+274	New	+$7.08K	﹤0.01%	625
2023 Q2	–	Sell	-9,212	Closed	-$247K	–	989
2023 Q1	$247K	Hold	9,212	–	–	0.08%	155
2022 Q4	$239K	Hold	9,212	–	–	0.08%	154
2022 Q3	$239K	Sell	9,212 -3,578	-28%	-$99.5K	0.09%	132
2022 Q2	$360K	Hold	12,790	–	–	0.14%	94
2022 Q1	$388K	Hold	12,790	–	–	0.14%	93
2021 Q4	$402K	Hold	12,790	–	–	0.14%	91
2021 Q3	$400K	Hold	12,790	–	–	0.16%	75
2021 Q2	$399K	Hold	12,790	–	–	0.21%	55
2021 Q1	$391K	Hold	12,790	–	–	0.22%	51
2020 Q4	$397K	Hold	12,790	–	–	0.25%	45
2020 Q3	$394K	Hold	12,790	–	–	0.29%	42
2020 Q2	$384K	Sell	12,790 -6,112	-32%	-$181K	0.31%	40
2020 Q1	$544K	Buy	+18,902	New	+$541K	0.54%	24

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

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's SCHP Position: Q1 2025 in Review

Matthew Hamilton Rosenberg sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 274 shares — an estimated $7.08K sold.

Matthew Hamilton Rosenberg first reported a position in SCHP in Q1 2020 and held it in 16 quarters. The position peaked at $544K in Q1 2020. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Matthew Hamilton Rosenberg reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 274 Schwab US TIPS ETF shares in Q1 2025, an estimated $7.08K.
Matthew Hamilton Rosenberg first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 16 quarters.
Matthew Hamilton Rosenberg's Schwab US TIPS ETF position peaked at $544K in Q1 2020.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2025, filed 28 Apr 2025.