Panoramic Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Panoramic Investment 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	-23,984	Closed	-$620K	–	118
2024 Q4	$620K	Sell	23,984 -1,050	-4%	-$27.6K	0.4%	57
2024 Q3	$671K	Buy	+25,034	New	+$661K	0.46%	51
2024 Q1	$696K	Sell	26,670 -4,146	-13%	-$108K	0.51%	48
2023 Q4	$804K	Buy	30,816 +58	+0.2%	+$1.48K	0.7%	41
2023 Q3	$776K	Buy	+30,758	New	+$793K	0.71%	38
2022 Q4	$987K	Buy	+38,132	New	+$998K	1.01%	31

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

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 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

Panoramic Investment Advisors's SCHP Position: Q1 2025 in Review

Panoramic Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 23,984 shares — an estimated $620K sold.

Panoramic Investment Advisors first reported a position in SCHP in Q4 2022 and held it in 6 quarters. The position peaked at $987K in Q4 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Panoramic Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
Panoramic Investment Advisors sold 23,984 Schwab US TIPS ETF shares in Q1 2025, an estimated $620K.
Panoramic Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 6 quarters.
Panoramic Investment Advisors's Schwab US TIPS ETF position peaked at $987K in Q4 2022.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Panoramic Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.