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Wiser Advisor Group’s Schwab US TIPS ETF SCHP Stock Holding History

Wiser Advisor 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
-93
Closed -$2.4K – 280
2024
Q4 		$2.4K Buy
93
+1
+1% +$26 ﹤0.01% 233
2024
Q3 		$2.47K Sell
92
-122
-57% -$3.22K ﹤0.01% 232
2024
Q2 		$5.56K Buy
214
+124
+138% +$3.21K 0.01% 217
2024
Q1 		$2.35K Hold
90
– – ﹤0.01% 262
2023
Q4 		$2.36K Buy
+90
New +$2.29K ﹤0.01% 258

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

Wiser Advisor Group's SCHP Position: Q1 2025 in Review

Wiser Advisor Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 93 shares — an estimated $2.4K sold.

Wiser Advisor Group first reported a position in SCHP in Q4 2023 and held it in 5 quarters. The position peaked at $5.56K in Q2 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Wiser Advisor Group reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 93 Schwab US TIPS ETF shares in Q1 2025, an estimated $2.4K.
  • Wiser Advisor Group first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 5 quarters.
  • Wiser Advisor Group's Schwab US TIPS ETF position peaked at $5.56K in Q2 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Wiser Advisor Group's 13F filing for Q1 2025, filed 14 May 2025.