WR Wealth Planners’s Schwab US TIPS ETF SCHP Stock Holding History

WR Wealth Planners’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	$11.3K	Sell	437 -23	-5%	-$604	﹤0.01%	574
2024 Q3	$12.3K	Sell	460 -56	-11%	-$1.48K	﹤0.01%	593
2024 Q2	$13.4K	Sell	516 -16	-3%	-$414	﹤0.01%	529
2024 Q1	$13.8K	Buy	+532	New	+$13.8K	﹤0.01%	528
2023 Q4	–	Sell	-694	Closed	-$17.5K	–	731
2023 Q3	$17.5K	Sell	694 -58	-8%	-$1.5K	0.01%	448
2023 Q2	$19.7K	Sell	752 -12	-2%	-$318	0.01%	439
2023 Q1	$20.5K	Sell	764 -7,450	-91%	-$196K	0.01%	426
2022 Q4	$213K	Sell	8,214 -11,712	-59%	-$306K	0.13%	109
2022 Q3	$516K	Sell	19,926 -1,374	-6%	-$38.2K	0.36%	45
2022 Q2	$594K	Buy	21,300 +666	+3%	+$19.3K	0.39%	44
2022 Q1	$626K	Buy	+20,634	New	+$633K	0.37%	46

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's SCHP Position: Q4 2024 in Review

WR Wealth Planners reduced its Schwab US TIPS ETF (SCHP) stake by 5% in Q4 2024, selling an estimated $604 and leaving 437 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

WR Wealth Planners first reported a position in SCHP in Q1 2022 and has held it in 11 quarters since. The position peaked at $626K in Q1 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

WR Wealth Planners held 437 shares of Schwab US TIPS ETF worth $11.3K as of Q4 2024.
WR Wealth Planners sold 23 Schwab US TIPS ETF shares in Q4 2024, an estimated $604.
Schwab US TIPS ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #574 holding.
WR Wealth Planners first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Schwab US TIPS ETF position peaked at $626K in Q1 2022.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.