OLIO Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

OLIO Financial Planning’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	-139,410	Closed	-$3.64M	–	65
2024 Q3	$3.64M	Hold	139,410	–	–	1.53%	14
2024 Q2	$3.64M	Hold	139,410	–	–	1.54%	14
2024 Q1	$3.64M	Hold	139,410	–	–	1.53%	14
2023 Q4	$3.64M	Sell	139,410 -20,686	-13%	-$526K	1.53%	14
2023 Q3	$4.04M	Sell	160,096 -7,454	-4%	-$192K	1.9%	12
2023 Q2	$4.39M	Sell	167,550 -32,220	-16%	-$854K	2.08%	11
2023 Q1	$5.35M	Sell	199,770 -78,618	-28%	-$2.07M	2.77%	10
2022 Q4	$7.21M	Sell	278,388 -94,394	-25%	-$2.47M	3.92%	7
2022 Q3	$9.65M	Sell	372,782 -23,384	-6%	-$650K	5.73%	6
2022 Q2	$11.1M	Sell	396,166 -870	-0.2%	-$25.2K	6.21%	5
2022 Q1	$12.1M	Sell	397,036 -17,662	-4%	-$542K	6.89%	5
2021 Q4	$13M	Buy	+414,698	New	+$13.1M	7.75%	5

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 $1.6B 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 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

OLIO Financial Planning's SCHP Position: Q4 2024 in Review

OLIO Financial Planning sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 139,410 shares — an estimated $3.64M sold.

OLIO Financial Planning first reported a position in SCHP in Q4 2021 and held it in 12 quarters. The position peaked at $13M in Q4 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

OLIO Financial Planning reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
OLIO Financial Planning sold 139,410 Schwab US TIPS ETF shares in Q4 2024, an estimated $3.64M.
OLIO Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 12 quarters.
OLIO Financial Planning's Schwab US TIPS ETF position peaked at $13M in Q4 2021.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on OLIO Financial Planning's 13F filing for Q4 2024, filed 21 Jan 2025.