RWI
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Red Wave Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Red Wave Investments’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
-8,946
Closed -$240K – 110
2024
Q3 		$240K Hold
8,946
– – 0.08% 95
2024
Q2 		$233K Sell
8,946
-2,892
-24% -$74.8K 0.09% 89
2024
Q1 		$309K Sell
11,838
-576
-5% -$14.9K 0.12% 76
2023
Q4 		$324K Sell
12,414
-1,632
-12% -$41.5K 0.13% 72
2023
Q3 		$355K Sell
14,046
-4,220
-23% -$109K 0.15% 66
2023
Q2 		$479K Hold
18,266
– – 0.19% 57
2023
Q1 		$490K Hold
18,266
– – 0.2% 54
2022
Q4 		$473K Buy
+18,266
New +$478K 0.2% 53

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

Red Wave Investments's SCHP Position: Q4 2024 in Review

Red Wave Investments sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 8,946 shares — an estimated $240K sold.

Red Wave Investments first reported a position in SCHP in Q4 2022 and held it in 8 quarters. The position peaked at $490K in Q1 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Red Wave Investments reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Red Wave Investments sold 8,946 Schwab US TIPS ETF shares in Q4 2024, an estimated $240K.
  • Red Wave Investments first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 8 quarters.
  • Red Wave Investments's Schwab US TIPS ETF position peaked at $490K in Q1 2023.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Red Wave Investments's 13F filing for Q4 2024, filed 3 Feb 2025.