Merriman Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Merriman Wealth 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 Q2	–	Sell	-224,676	Closed	-$5.86M	–	214
2024 Q1	$5.86M	Sell	224,676 -254	-0.1%	-$6.59K	0.26%	45
2023 Q4	$5.87M	Buy	+224,930	New	+$5.72M	0.29%	45
2022 Q2	–	Sell	-259,988	Closed	-$7.89M	–	202
2022 Q1	$7.89M	Buy	259,988 +4,320	+2%	+$132K	0.65%	26
2021 Q4	$8.04M	Sell	255,668 -3,168	-1%	-$99.8K	0.59%	28
2021 Q3	$8.1M	Sell	258,836 -5,556	-2%	-$175K	0.67%	25
2021 Q2	$8.26M	Buy	+264,392	New	+$8.2M	0.71%	26
2020 Q2	–	Sell	-12,522	Closed	-$360K	–	184
2020 Q1	$360K	Buy	+12,522	New	+$358K	0.08%	104

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

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

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

Merriman Wealth Management's SCHP Position: Q2 2024 in Review

Merriman Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 224,676 shares — an estimated $5.86M sold.

Merriman Wealth Management first reported a position in SCHP in Q1 2020 and held it in 7 quarters. The position peaked at $8.26M in Q2 2021. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

Merriman Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Merriman Wealth Management sold 224,676 Schwab US TIPS ETF shares in Q2 2024, an estimated $5.86M.
Merriman Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 7 quarters.
Merriman Wealth Management's Schwab US TIPS ETF position peaked at $8.26M in Q2 2021.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Merriman Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.