Oliver Lagore Vanvalin Investment Group’s Schwab US TIPS ETF SCHP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$2.23K	Buy	+83	New	+$2.2K	﹤0.01%	544
2024 Q4	$5.58K	Buy	216 +106	+96%	+$2.79K	﹤0.01%	505
2024 Q3	$2.95K	Sell	110 -66	-38%	-$1.74K	﹤0.01%	549
2024 Q2	$4.58K	Sell	176 -54	-23%	-$1.4K	﹤0.01%	512
2024 Q1	$6K	Buy	230 +216	+1,543%	+$5.6K	﹤0.01%	482
2023 Q4	$365	Sell	14 -1,118	-99%	-$28.4K	﹤0.01%	701
2023 Q3	$28.6K	Buy	1,132 +1,098	+3,229%	+$28.3K	0.01%	303
2023 Q2	$891	Buy	+34	New	+$901	﹤0.01%	699
2023 Q1	–	Sell	-502	Closed	-$13K	–	728
2022 Q4	$13K	Sell	502 -706	-58%	-$18.5K	0.01%	331
2022 Q3	$31K	Sell	1,208 -670	-36%	-$18.6K	0.02%	209
2022 Q2	$52K	Buy	1,878 +1,590	+552%	+$46.1K	0.03%	172
2022 Q1	$13K	Buy	+288	New	+$8.83K	0.01%	306

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group's SCHP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2025: 83 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SCHP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHP in Q1 2022 and has held it in 12 quarters since. The position peaked at $52K in Q2 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 83 shares of Schwab US TIPS ETF worth $2.23K as of Q2 2025.
Schwab US TIPS ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Schwab US TIPS ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #544 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's Schwab US TIPS ETF position peaked at $52K in Q2 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.