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Ridgewood Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Ridgewood 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
2025
Q1 		– Sell
-200
Closed -$5.17K – 735
2024
Q4 		$5.17K Hold
200
– – ﹤0.01% 577
2024
Q3 		$5.36K Hold
200
– – ﹤0.01% 582
2024
Q2 		$5.2K Buy
+200
New +$5.17K ﹤0.01% 590
2023
Q3 		– Sell
-14,400
Closed -$377K – 640
2023
Q2 		$377K Sell
14,400
-600
-4% -$15.9K 0.21% 123
2023
Q1 		$402K Sell
15,000
-258
-2% -$6.79K 0.25% 109
2022
Q4 		$395K Buy
15,258
+358
+2% +$9.37K 0.28% 121
2022
Q3 		$386K Hold
14,900
– – 0.32% 110
2022
Q2 		$416K Hold
14,900
– – 0.33% 103
2022
Q1 		$452K Buy
14,900
+2,050
+16% +$62.9K 0.3% 112
2021
Q4 		$404K Buy
12,850
+1,700
+15% +$53.5K 0.26% 123
2021
Q3 		$349K Buy
11,150
+4,150
+59% +$131K 0.24% 129
2021
Q2 		$219K Buy
+7,000
New +$217K 0.14% 172

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
JP Morgan Chase
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
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
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

Ridgewood Investments's SCHP Position: Q1 2025 in Review

Ridgewood Investments sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 200 shares — an estimated $5.17K sold.

Ridgewood Investments first reported a position in SCHP in Q2 2021 and held it in 12 quarters. The position peaked at $452K in Q1 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Ridgewood Investments reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 200 Schwab US TIPS ETF shares in Q1 2025, an estimated $5.17K.
  • Ridgewood Investments first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 12 quarters.
  • Ridgewood Investments's Schwab US TIPS ETF position peaked at $452K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.