Advisor OS’s Schwab US TIPS ETF SCHP Stock Holding History

Advisor OS’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 Q2	–	Sell	-8,361	Closed	-$225K	–	479
2025 Q1	$225K	Buy	+8,361	New	+$220K	0.03%	385

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

Advisor OS's SCHP Position: Q2 2025 in Review

Advisor OS sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 8,361 shares — an estimated $225K sold.

Advisor OS first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $225K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

Advisor OS reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
Advisor OS sold 8,361 Schwab US TIPS ETF shares in Q2 2025, an estimated $225K.
Advisor OS first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
Advisor OS's Schwab US TIPS ETF position peaked at $225K in Q1 2025.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.