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SJS Investment Consulting’s Schwab US TIPS ETF SCHP Stock Holding History

SJS Investment Consulting’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
-638
Closed -$17.1K – 1693
2024
Q3 		$17.1K Hold
638
– – ﹤0.01% 306
2024
Q2 		$16.6K Hold
638
– – ﹤0.01% 287
2024
Q1 		$16.6K Hold
638
– – ﹤0.01% 303
2023
Q4 		$16.7K Hold
638
– – ﹤0.01% 250
2023
Q3 		$16.1K Hold
638
– – ﹤0.01% 251
2023
Q2 		$16.7K Sell
638
-490
-43% -$13K ﹤0.01% 236
2023
Q1 		$30.2K Sell
1,128
-1,218
-52% -$32.1K 0.01% 188
2022
Q4 		$60.8K Sell
2,346
-1,638
-41% -$42.9K 0.02% 145
2022
Q3 		$103K Buy
+3,984
New +$111K 0.03% 116
2022
Q1 		$692K Buy
22,782
+3,890
+21% +$119K 0.21% 35
2021
Q4 		$594K Buy
+18,892
New +$595K 0.18% 42

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

SJS Investment Consulting's SCHP Position: Q4 2024 in Review

SJS Investment Consulting sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 638 shares — an estimated $17.1K sold.

SJS Investment Consulting first reported a position in SCHP in Q4 2021 and held it in 11 quarters. The position peaked at $692K in Q1 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • SJS Investment Consulting reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 638 Schwab US TIPS ETF shares in Q4 2024, an estimated $17.1K.
  • SJS Investment Consulting first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 11 quarters.
  • SJS Investment Consulting's Schwab US TIPS ETF position peaked at $692K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.