NewSquare Capital’s Schwab US TIPS ETF SCHP Stock Holding History

NewSquare Capital’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	-30	Closed	-$804	–	927
2024 Q3	$804	Hold	30	–	–	﹤0.01%	282
2024 Q2	$780	Hold	30	–	–	﹤0.01%	296
2024 Q1	$782	Hold	30	–	–	﹤0.01%	371
2023 Q4	$783	Sell	30 -390	-93%	-$9.92K	﹤0.01%	421
2023 Q3	$10.6K	Sell	420 -130	-24%	-$3.35K	﹤0.01%	306
2023 Q2	$14.4K	Buy	550 +130	+31%	+$3.45K	﹤0.01%	299
2023 Q1	$11.3K	Sell	420 -402	-49%	-$10.6K	﹤0.01%	341
2022 Q4	$21.3K	Sell	822 -153,778	-99%	-$4.02M	﹤0.01%	216
2022 Q3	$4M	Sell	154,600 -5,960	-4%	-$166K	0.5%	62
2022 Q2	$4.48M	Buy	160,560 +7,770	+5%	+$225K	0.57%	57
2022 Q1	$4.64M	Buy	152,790 +8,790	+6%	+$270K	0.49%	55
2021 Q4	$4.53M	Buy	+144,000	New	+$4.53M	0.48%	49

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

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 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

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

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

NewSquare Capital's SCHP Position: Q4 2024 in Review

NewSquare Capital sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 30 shares — an estimated $804 sold.

NewSquare Capital first reported a position in SCHP in Q4 2021 and held it in 12 quarters. The position peaked at $4.64M in Q1 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

NewSquare Capital reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
NewSquare Capital sold 30 Schwab US TIPS ETF shares in Q4 2024, an estimated $804.
NewSquare Capital first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 12 quarters.
NewSquare Capital's Schwab US TIPS ETF position peaked at $4.64M in Q1 2022.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on NewSquare Capital's 13F filing for Q4 2024, filed 6 Feb 2025.