Sandy Spring Bank’s Schwab US TIPS ETF SCHP Stock Holding History

Sandy Spring Bank’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	$7.53K	Hold	280	–	–	﹤0.01%	888
2024 Q4	$7.23K	Sell	280 -980	-78%	-$25.8K	﹤0.01%	914
2024 Q3	$33.8K	Buy	1,260 +980	+350%	+$25.9K	﹤0.01%	664
2024 Q2	$7.28K	Hold	280	–	–	﹤0.01%	929
2024 Q1	$7.3K	Hold	280	–	–	﹤0.01%	903
2023 Q4	$7.31K	Sell	280 -6,148	-96%	-$156K	﹤0.01%	869
2023 Q3	$162K	Hold	6,428	–	–	0.01%	366
2023 Q2	$169K	Buy	6,428 +6,148	+2,196%	+$163K	0.01%	370
2023 Q1	$7.53K	Sell	280 -962	-77%	-$25.3K	﹤0.01%	874
2022 Q4	$32.2K	Buy	1,242 +908	+272%	+$23.8K	﹤0.01%	604
2022 Q3	$9K	Hold	334	–	–	﹤0.01%	833
2022 Q2	$9K	Sell	334 -106	-24%	-$3.08K	﹤0.01%	859
2022 Q1	$13K	Buy	440 +368	+511%	+$11.3K	﹤0.01%	809
2021 Q4	$2K	Sell	72 -498	-87%	-$15.7K	﹤0.01%	1150
2021 Q3	$18K	Buy	+570	New	+$18K	﹤0.01%	781
2020 Q2	–	Sell	-1,726	Closed	-$50K	–	948
2020 Q1	$50K	Sell	1,726 -98	-5%	-$2.81K	﹤0.01%	438
2019 Q4	$52K	Buy	+1,824	New	+$51.7K	﹤0.01%	469
2019 Q3	–	Sell	-172	Closed	-$5K	–	868
2019 Q2	$5K	Hold	172	–	–	﹤0.01%	776
2019 Q1	$5K	Hold	172	–	–	﹤0.01%	723
2018 Q4	$5K	Hold	172	–	–	﹤0.01%	721
2018 Q3	$5K	Hold	172	–	–	﹤0.01%	727
2018 Q2	$5K	Hold	172	–	–	﹤0.01%	719
2018 Q1	$5K	Hold	172	–	–	﹤0.01%	758
2017 Q4	$5K	Hold	172	–	–	﹤0.01%	763
2017 Q3	$5K	Buy	+172	New	+$4.76K	﹤0.01%	744

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

Sandy Spring Bank's SCHP Position: Q1 2025 in Review

Sandy Spring Bank held its Schwab US TIPS ETF (SCHP) position steady in Q1 2025 at 280 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Sandy Spring Bank first reported a position in SCHP in Q3 2017 and has held it in 25 quarters since. The position peaked at $169K in Q2 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Sandy Spring Bank held 280 shares of Schwab US TIPS ETF worth $7.53K as of Q1 2025.
Sandy Spring Bank left its Schwab US TIPS ETF share count unchanged in Q1 2025.
Schwab US TIPS ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #888 holding.
Sandy Spring Bank first reported a position in Schwab US TIPS ETF in Q3 2017 and has held it in 25 quarters since.
Sandy Spring Bank's Schwab US TIPS ETF position peaked at $169K in Q2 2023.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.