Plante Moran Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-218	Closed	-$5.85K	–	976
2024 Q3	$5.85K	Hold	218	–	–	﹤0.01%	667
2024 Q2	$5.67K	Sell	218 -214	-50%	-$5.53K	﹤0.01%	643
2024 Q1	$11.3K	Buy	432 +92	+27%	+$2.39K	﹤0.01%	591
2023 Q4	$8.87K	Buy	+340	New	+$8.65K	﹤0.01%	567
2023 Q1	–	Sell	-1,984	Closed	-$51.4K	–	891
2022 Q4	$51.4K	Buy	1,984 +1,774	+845%	+$46.4K	0.01%	304
2022 Q3	$5K	Buy	+210	New	+$5.84K	﹤0.01%	706
2019 Q4	–	Sell	-1,182	Closed	-$34K	–	880
2019 Q3	$34K	Buy	+1,182	New	+$33.5K	0.01%	401

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

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

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

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

Plante Moran Financial Advisors's SCHP Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 218 shares — an estimated $5.85K sold.

Plante Moran Financial Advisors first reported a position in SCHP in Q3 2019 and held it in 7 quarters. The position peaked at $51.4K in Q4 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 218 Schwab US TIPS ETF shares in Q4 2024, an estimated $5.85K.
Plante Moran Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 7 quarters.
Plante Moran Financial Advisors's Schwab US TIPS ETF position peaked at $51.4K in Q4 2022.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.