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Modus Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Modus 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
2025
Q1 		– Sell
-313
Closed -$8.09K – 265
2024
Q4 		$8.09K Buy
+313
New +$8.23K ﹤0.01% 231
2023
Q1 		– Sell
-9,106
Closed -$236K – 106
2022
Q4 		$236K Sell
9,106
-148,222
-94% -$3.88M 0.11% 93
2022
Q3 		$4.08M Sell
157,328
-14,586
-8% -$405K 2.14% 16
2022
Q2 		$4.8M Sell
171,914
-7,590
-4% -$220K 2.43% 11
2022
Q1 		$5.45M Sell
179,504
-14,536
-7% -$446K 2.39% 11
2021
Q4 		$6.1M Sell
194,040
-10,776
-5% -$339K 2.6% 10
2021
Q3 		$6.41M Sell
204,816
-1,292
-0.6% -$40.8K 2.77% 10
2021
Q2 		$6.44M Sell
206,108
-686
-0.3% -$21.3K 2.71% 10
2021
Q1 		$6.32M Buy
206,794
+21,808
+12% +$672K 2.93% 9
2020
Q4 		$5.74M Buy
184,986
+30,608
+20% +$940K 2.97% 10
2020
Q3 		$4.76M Buy
154,378
+63,560
+70% +$1.95M 2.73% 11
2020
Q2 		$2.73M Buy
90,818
+48,820
+116% +$1.45M 1.78% 18
2020
Q1 		$1.21M Buy
41,998
+7,164
+21% +$205K 1.12% 21
2019
Q4 		$986K Buy
+34,834
New +$987K 0.78% 25

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
JP Morgan Chase
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
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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

Modus Advisors's SCHP Position: Q1 2025 in Review

Modus Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 313 shares — an estimated $8.09K sold.

Modus Advisors first reported a position in SCHP in Q4 2019 and held it in 14 quarters. The position peaked at $6.44M in Q2 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Modus Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Modus Advisors sold 313 Schwab US TIPS ETF shares in Q1 2025, an estimated $8.09K.
  • Modus Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 14 quarters.
  • Modus Advisors's Schwab US TIPS ETF position peaked at $6.44M in Q2 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.