MWM
SCHP icon

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

Modern 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
Q4 		– Sell
-10,266
Closed -$275K – 599
2024
Q3 		$275K Buy
10,266
+102
+1% +$2.69K 0.02% 361
2024
Q2 		$264K Buy
+10,164
New +$263K 0.02% 332

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 $1.6B 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
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

Modern Wealth Management's SCHP Position: Q4 2024 in Review

Modern Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 10,266 shares — an estimated $275K sold.

Modern Wealth Management first reported a position in SCHP in Q2 2024 and held it in 2 quarters. The position peaked at $275K in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Modern Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Modern Wealth Management sold 10,266 Schwab US TIPS ETF shares in Q4 2024, an estimated $275K.
  • Modern Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 2 quarters.
  • Modern Wealth Management's Schwab US TIPS ETF position peaked at $275K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Modern Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.