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Simplify Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Simplify Asset 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
2024
Q4 		– Sell
-1,420,902
Closed -$38.1M – 121
2024
Q3 		$38.1M Buy
1,420,902
+209,530
+17% +$5.53M 1.78% 10
2024
Q2 		$31.5M Buy
+1,211,372
New +$31.3M 2.11% 10
2023
Q3 		– Sell
-40,654
Closed -$1.07M – 132
2023
Q2 		$1.07M Buy
+40,654
New +$1.08M 0.14% 76

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Simplify Asset Management's SCHP Position: Q4 2024 in Review

Simplify Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 1,420,902 shares — an estimated $38.1M sold.

Simplify Asset Management first reported a position in SCHP in Q2 2023 and held it in 3 quarters. The position peaked at $38.1M in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Simplify Asset Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Simplify Asset Management sold 1,420,902 Schwab US TIPS ETF shares in Q4 2024, an estimated $38.1M.
  • Simplify Asset Management first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 3 quarters.
  • Simplify Asset Management's Schwab US TIPS ETF position peaked at $38.1M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Simplify Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.