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SageOak Financial’s Schwab US TIPS ETF SCHP Stock Holding History

SageOak Financial’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
-20,529
Closed -$530K – 40
2024
Q4 		$530K Buy
+20,529
New +$540K 0.48% 30

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JP Morgan Chase
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MERSOM
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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

SageOak Financial's SCHP Position: Q1 2025 in Review

SageOak Financial sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 20,529 shares — an estimated $530K sold.

SageOak Financial first reported a position in SCHP in Q4 2024 and held it in 1 quarter. The position peaked at $530K in Q4 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • SageOak Financial reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • SageOak Financial sold 20,529 Schwab US TIPS ETF shares in Q1 2025, an estimated $530K.
  • SageOak Financial first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 1 quarter.
  • SageOak Financial's Schwab US TIPS ETF position peaked at $530K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on SageOak Financial's 13F filing for Q1 2025, filed 2 May 2025.