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Accredited Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Accredited Wealth 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
Q3 		$371K Sell
4,910
-8,982
-65% -$240K 0.28% 51
2025
Q2 		$371K Sell
13,892
-2,700
-16% -$71.4K 0.3% 49
2025
Q1 		$446K Sell
16,592
-4,620
-22% -$121K 0.38% 37
2024
Q4 		$548K Buy
+21,212
New +$557K 0.48% 38

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Accredited Wealth Management's SCHP Position: Q3 2025 in Review

Accredited Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 65% in Q3 2025, selling an estimated $240K and leaving 4,910 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #51.

Accredited Wealth Management first reported a position in SCHP in Q4 2024 and has held it in 4 quarters since. The position peaked at $548K in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Accredited Wealth Management held 4,910 shares of Schwab US TIPS ETF worth $371K as of Q3 2025.
  • Accredited Wealth Management sold 8,982 Schwab US TIPS ETF shares in Q3 2025, an estimated $240K.
  • Schwab US TIPS ETF made up 0.28% of Accredited Wealth Management's portfolio in Q3 2025, its #51 holding.
  • Accredited Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Schwab US TIPS ETF position peaked at $548K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.