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Planned Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Planned Solutions’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
-352
Closed -$9.44K – 535
2024
Q3 		$9.44K Buy
+352
New +$9.3K ﹤0.01% 455
2024
Q1 		– Sell
-30
Closed -$783 – 462
2023
Q4 		$783 Buy
+30
New +$763 ﹤0.01% 543

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Planned Solutions's SCHP Position: Q4 2024 in Review

Planned Solutions sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 352 shares — an estimated $9.44K sold.

Planned Solutions first reported a position in SCHP in Q4 2023 and held it in 2 quarters. The position peaked at $9.44K in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Planned Solutions reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 352 Schwab US TIPS ETF shares in Q4 2024, an estimated $9.44K.
  • Planned Solutions first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Schwab US TIPS ETF position peaked at $9.44K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.