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One Advisory Partners’s Schwab US TIPS ETF SCHP Stock Holding History

One Advisory Partners’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
Q3 		– Sell
-92,838
Closed -$2.41M – 48
2024
Q2 		$2.41M Buy
92,838
+7,366
+9% +$190K 1.11% 20
2024
Q1 		$2.23M Buy
85,472
+4,328
+5% +$112K 1.1% 21
2023
Q4 		$2.12M Buy
81,144
+4,192
+5% +$107K 1.11% 21
2023
Q3 		$1.94M Buy
+76,952
New +$1.98M 1.13% 18
2022
Q4 		– Sell
-93,110
Closed -$2.41M – 53
2022
Q3 		$2.41M Buy
93,110
+65,052
+232% +$1.81M 1.66% 15
2022
Q2 		$783K Buy
+28,058
New +$814K 0.52% 29

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

One Advisory Partners's SCHP Position: Q3 2024 in Review

One Advisory Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 92,838 shares — an estimated $2.41M sold.

One Advisory Partners first reported a position in SCHP in Q2 2022 and held it in 6 quarters. The position peaked at $2.41M in Q2 2024. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • One Advisory Partners reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • One Advisory Partners sold 92,838 Schwab US TIPS ETF shares in Q3 2024, an estimated $2.41M.
  • One Advisory Partners first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 6 quarters.
  • One Advisory Partners's Schwab US TIPS ETF position peaked at $2.41M in Q2 2024.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on One Advisory Partners's 13F filing for Q3 2024, filed 17 Oct 2024.