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

RE Dickinson 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
2024
Q4 		$3.86M Sell
149,260
-8,646
-5% -$227K 2.17% 13
2024
Q3 		$4.23M Sell
157,906
-364
-0.2% -$9.61K 2.39% 12
2024
Q2 		$4.12M Sell
158,270
-4,666
-3% -$121K 2.5% 12
2024
Q1 		$4.25M Sell
162,936
-209,266
-56% -$5.43M 2.66% 12
2023
Q4 		$9.71M Buy
372,202
+2,754
+0.7% +$70.1K 6.46% 5
2023
Q3 		$9.33M Buy
369,448
+7,620
+2% +$196K 6.54% 5
2023
Q2 		$9.48M Sell
361,828
-4,830
-1% -$128K 3.48% 8
2023
Q1 		$9.83M Sell
366,658
-126,350
-26% -$3.33M 3.32% 8
2022
Q4 		$12.8M Sell
493,008
-29,320
-6% -$767K 5.27% 2
2022
Q3 		$13.5M Buy
522,328
+20,768
+4% +$577K 11.16% 1
2022
Q2 		$14M Buy
501,560
+17,222
+4% +$500K 1.98% 4
2022
Q1 		$14.7M Buy
484,338
+44,904
+10% +$1.38M 9.88% 2
2021
Q4 		$13.8M Buy
+439,434
New +$13.8M 10.48% 1

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHP Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 5.5% in Q4 2024, selling an estimated $227K and leaving 149,260 shares worth $3.86M. The position accounts for 2.17% of the portfolio, ranked #13.

RE Dickinson Investment Advisors first reported a position in SCHP in Q4 2021 and has held it in 13 quarters since. The position peaked at $14.7M in Q1 2022. 662 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • RE Dickinson Investment Advisors held 149,260 shares of Schwab US TIPS ETF worth $3.86M as of Q4 2024.
  • RE Dickinson Investment Advisors sold 8,646 Schwab US TIPS ETF shares in Q4 2024, an estimated $227K.
  • Schwab US TIPS ETF made up 2.17% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #13 holding.
  • RE Dickinson Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Schwab US TIPS ETF position peaked at $14.7M in Q1 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.