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

Van Hulzen 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
2025
Q1 		– Sell
-18
Closed -$465 – 944
2024
Q4 		$465 Buy
+18
New +$473 ﹤0.01% 1100
2017
Q3 		– Sell
-8,130
Closed -$224K – 194
2017
Q2 		$224K Buy
8,130
+130
+2% +$3.6K 0.09% 126
2017
Q1 		$222K Hold
8,000
– – 0.1% 114
2016
Q4 		$219K Buy
+8,000
New +$223K 0.1% 118

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

Van Hulzen Asset Management's SCHP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 18 shares — an estimated $465 sold.

Van Hulzen Asset Management first reported a position in SCHP in Q4 2016 and held it in 4 quarters. The position peaked at $224K in Q2 2017. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 18 Schwab US TIPS ETF shares in Q1 2025, an estimated $465.
  • Van Hulzen Asset Management first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 4 quarters.
  • Van Hulzen Asset Management's Schwab US TIPS ETF position peaked at $224K in Q2 2017.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.