SSWM
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Sheets Smith Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Sheets Smith Wealth Management’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
-16,052
Closed -$415K – 383
2024
Q4 		$415K Hold
16,052
– – 0.05% 288
2024
Q3 		$430K Sell
16,052
-318
-2% -$8.4K 0.05% 274
2024
Q2 		$426K Hold
16,370
– – 0.05% 269
2024
Q1 		$427K Sell
16,370
-2,272
-12% -$58.9K 0.05% 267
2023
Q4 		$487K Sell
18,642
-22,596
-55% -$575K 0.07% 219
2023
Q3 		$1.04M Sell
41,238
-4,224
-9% -$109K 0.16% 134
2023
Q2 		$1.19M Sell
45,462
-544
-1% -$14.4K 0.17% 120
2023
Q1 		$1.23M Sell
46,006
-3,194
-6% -$84.1K 0.19% 111
2022
Q4 		$1.27M Sell
49,200
-30,464
-38% -$797K 0.2% 109
2022
Q3 		$2.06M Buy
79,664
+2,236
+3% +$62.2K 0.34% 75
2022
Q2 		$2.16M Buy
77,428
+33,610
+77% +$975K 0.36% 70
2022
Q1 		$1.33M Buy
43,818
+16
+0% +$491 0.18% 119
2021
Q4 		$1.38M Buy
43,802
+116
+0.3% +$3.65K 0.17% 125
2021
Q3 		$1.37M Buy
43,686
+66
+0.2% +$2.08K 0.19% 123
2021
Q2 		$1.36M Sell
43,620
-34,088
-44% -$1.06M 0.18% 118
2021
Q1 		$2.38M Sell
77,708
-4,596
-6% -$142K 0.35% 79
2020
Q4 		$2.56M Buy
+82,304
New +$2.53M 0.39% 73

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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 $3.91B AUM 14.77% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Sheets Smith Wealth Management's SCHP Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 16,052 shares — an estimated $415K sold.

Sheets Smith Wealth Management first reported a position in SCHP in Q4 2020 and held it in 17 quarters. The position peaked at $2.56M in Q4 2020. 662 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 16,052 Schwab US TIPS ETF shares in Q1 2025, an estimated $415K.
  • Sheets Smith Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 17 quarters.
  • Sheets Smith Wealth Management's Schwab US TIPS ETF position peaked at $2.56M in Q4 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.