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Transcendent Capital Group’s Schwab US TIPS ETF SCHP Stock Holding History

Transcendent Capital 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
Q1 		– Sell
-1,048
Closed -$27.1K – 345
2024
Q4 		$27.1K Buy
1,048
+60
+6% +$1.58K 0.01% 250
2024
Q3 		$26.5K Sell
988
-1,076
-52% -$28.4K 0.01% 265
2024
Q2 		$53.7K Buy
2,064
+1,076
+109% +$27.8K 0.03% 185
2024
Q1 		$25.8K Hold
988
– – 0.02% 239
2023
Q4 		$25.8K Buy
+988
New +$25.1K 0.02% 198

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
JP Morgan Chase
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
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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 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

Transcendent Capital Group's SCHP Position: Q1 2025 in Review

Transcendent Capital Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 1,048 shares — an estimated $27.1K sold.

Transcendent Capital Group first reported a position in SCHP in Q4 2023 and held it in 5 quarters. The position peaked at $53.7K in Q2 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Transcendent Capital Group reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,048 Schwab US TIPS ETF shares in Q1 2025, an estimated $27.1K.
  • Transcendent Capital Group first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Schwab US TIPS ETF position peaked at $53.7K in Q2 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.