SAG
SCHP icon

SageView Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

SageView Advisory Group’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
Q4 		$1.77M Sell
66,899
-1,798
-3% -$48.2K 0.06% 167
2025
Q3 		$1.85M Buy
68,697
+49,389
+256% +$1.32M 0.06% 168
2025
Q2 		$513K Buy
19,308
+53
+0.3% +$1.4K 0.02% 364
2025
Q1 		$518K Sell
19,255
-2,880
-13% -$75.7K 0.02% 340
2024
Q4 		$572K Sell
22,135
-615
-3% -$16.2K 0.02% 318
2024
Q3 		$610K Buy
+22,750
New +$601K 0.03% 266
2024
Q2 		– Sell
-5,962
Closed -$154K – 323
2024
Q1 		$233K Buy
+5,962
New +$155K 0.01% 481
2023
Q4 		– Sell
-25,138
Closed -$639K – 364
2023
Q3 		$635K Buy
25,138
+100
+0.4% +$2.58K 0.04% 290
2023
Q2 		$656K Sell
25,038
-14,458
-37% -$383K 0.04% 297
2023
Q1 		$1.06M Buy
39,496
+4,862
+14% +$128K 0.07% 196
2022
Q4 		$897K Buy
+34,634
New +$906K 0.07% 168

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return