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WealthPLAN Partners’s Schwab US TIPS ETF SCHP Stock Holding History

WealthPLAN Partners’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
-21,768
Closed -$584K – 263
2024
Q3 		$584K Sell
21,768
-26
-0.1% -$687 0.08% 167
2024
Q2 		$567K Sell
21,794
-6,164
-22% -$159K 0.06% 196
2024
Q1 		$729K Sell
27,958
-54
-0.2% -$1.4K 0.08% 168
2023
Q4 		$731K Sell
28,012
-86,536
-76% -$2.2M 0.08% 176
2023
Q3 		$2.89M Buy
114,548
+15,586
+16% +$402K 0.34% 85
2023
Q2 		$2.59M Buy
98,962
+46,870
+90% +$1.24M 0.37% 75
2023
Q1 		$1.4M Buy
52,092
+2,390
+5% +$62.9K 0.16% 127
2022
Q4 		$1.3M Buy
+49,702
New +$1.3M 0.09% 160
2022
Q1 		$1.21M Sell
40,860
-57,036
-58% -$1.75M 0.08% 155
2021
Q4 		$3.02M Buy
97,896
+51,646
+112% +$1.63M 0.2% 96
2021
Q3 		$1.46M Buy
46,250
+18,608
+67% +$587K 0.1% 139
2021
Q2 		$873K Buy
27,642
+4,776
+21% +$148K 0.06% 162
2021
Q1 		$709K Sell
22,866
-84
-0.4% -$2.59K 0.06% 181
2020
Q4 		$713K Buy
22,950
+486
+2% +$14.9K 0.06% 169
2020
Q3 		$685K Sell
22,464
-122
-0.5% -$3.74K 0.07% 160
2020
Q2 		$691K Sell
22,586
-2,634
-10% -$78K 0.07% 151
2020
Q1 		$746K Sell
25,220
-3,200
-11% -$91.6K 0.1% 121
2019
Q4 		$817K Sell
28,420
-2,312
-8% -$65.5K 0.1% 124
2019
Q3 		$867K Sell
30,732
-1,342
-4% -$38K 0.12% 117
2019
Q2 		$915K Buy
32,074
+20,468
+176% +$567K 0.14% 112
2019
Q1 		$321K Buy
11,606
+910
+9% +$24.6K 0.05% 191
2018
Q4 		$289K Buy
10,696
+100
+0.9% +$2.66K 0.05% 198
2018
Q3 		$282K Buy
+10,596
New +$289K 0.05% 195
2016
Q3 		$2.49K Sell
88
-204
-70% -$5.78K ﹤0.01% 829
2016
Q2 		$2.49K Buy
+292
New +$8.12K ﹤0.01% 2201

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
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WealthPLAN Partners's SCHP Position: Q4 2024 in Review

WealthPLAN Partners sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 21,768 shares — an estimated $584K sold.

WealthPLAN Partners first reported a position in SCHP in Q2 2016 and held it in 25 quarters. The position peaked at $3.02M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • WealthPLAN Partners reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 21,768 Schwab US TIPS ETF shares in Q4 2024, an estimated $584K.
  • WealthPLAN Partners first reported a position in Schwab US TIPS ETF in Q2 2016 and held it in 25 quarters.
  • WealthPLAN Partners's Schwab US TIPS ETF position peaked at $3.02M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.