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MFA Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

MFA Wealth 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
2024
Q4 		– Sell
-18
Closed -$463 – 327
2024
Q3 		$463 Sell
18
-4
-18% -$106 ﹤0.01% 476
2024
Q2 		$553 Buy
+22
New +$569 ﹤0.01% 490
2022
Q4 		– Sell
-9,806
Closed -$254K – 68
2022
Q3 		$254K Buy
9,806
+578
+6% +$16.1K 0.09% 47
2022
Q2 		$258K Sell
9,228
-406
-4% -$11.8K 0.09% 53
2022
Q1 		$292K Sell
9,634
-1,124
-10% -$34.5K 0.09% 59
2021
Q4 		$339K Sell
10,758
-108
-1% -$3.4K 0.14% 57
2021
Q3 		$340K Sell
10,866
-3,810
-26% -$120K 0.16% 51
2021
Q2 		$459K Sell
14,676
-199,510
-93% -$6.19M 0.21% 48
2021
Q1 		$6.54M Buy
214,186
+30,202
+16% +$930K 3.17% 12
2020
Q4 		$5.71M Buy
183,984
+2,772
+2% +$85.1K 5.09% 8
2020
Q3 		$5.58M Buy
181,212
+9,228
+5% +$283K 5.93% 6
2020
Q2 		$5.16M Sell
171,984
-14,964
-8% -$443K 3.34% 10
2020
Q1 		$5.36M Buy
186,948
+33,690
+22% +$964K 5.21% 6
2019
Q4 		$4.34M Buy
153,258
+4,822
+3% +$137K 3.15% 12
2019
Q3 		$4.21M Buy
148,436
+4,486
+3% +$127K 3.43% 12
2019
Q2 		$4.05M Sell
143,950
-13,166
-8% -$365K 3.05% 12
2019
Q1 		$4.31M Buy
157,116
+24,490
+18% +$661K 2.83% 13
2018
Q4 		$3.52M Sell
132,626
-13,752
-9% -$366K 3.52% 11
2018
Q3 		$3.85M Sell
146,378
-6,426
-4% -$175K 2.87% 11
2018
Q2 		$4.14M Buy
152,804
+12,828
+9% +$350K 2.72% 11
2018
Q1 		$3.79M Sell
139,976
-4,318
-3% -$118K 2.86% 11
2017
Q4 		$3.96M Buy
+144,294
New +$3.99M 2.69% 12

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MFA Wealth Advisors's SCHP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 18 shares — an estimated $463 sold.

MFA Wealth Advisors first reported a position in SCHP in Q4 2017 and held it in 22 quarters. The position peaked at $6.54M in Q1 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 18 Schwab US TIPS ETF shares in Q4 2024, an estimated $463.
  • MFA Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 22 quarters.
  • MFA Wealth Advisors's Schwab US TIPS ETF position peaked at $6.54M in Q1 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.