Pathway Financial Advisers’s Schwab US TIPS ETF SCHP Stock Holding History

Pathway Financial Advisers’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	-1,298	Closed	-$33.5K	–	357
2024 Q4	$33.5K	Buy	1,298 +12	+0.9%	+$315	0.01%	265
2024 Q3	$34.5K	Buy	1,286 +12	+0.9%	+$317	0.02%	211
2024 Q2	$33.1K	Buy	1,274 +16	+1%	+$414	0.01%	254
2024 Q1	$32.9K	Sell	1,258 -232	-16%	-$6.02K	0.01%	260
2023 Q4	$38.9K	Buy	1,490 +18	+1%	+$458	0.01%	244
2023 Q3	$37.2K	Buy	+1,472	New	+$37.9K	0.02%	242
2023 Q1	$38.7K	Hold	1,446	–	–	0.02%	247
2022 Q4	$37.4K	Buy	+1,446	New	+$37.8K	0.02%	266

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

Pathway Financial Advisers's SCHP Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 1,298 shares — an estimated $33.5K sold.

Pathway Financial Advisers first reported a position in SCHP in Q4 2022 and held it in 8 quarters. The position peaked at $38.9K in Q4 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Pathway Financial Advisers reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,298 Schwab US TIPS ETF shares in Q1 2025, an estimated $33.5K.
Pathway Financial Advisers first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's Schwab US TIPS ETF position peaked at $38.9K in Q4 2023.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.