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Advisor Resource Council’s Schwab US TIPS ETF SCHP Stock Holding History

Advisor Resource Council’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
-56,528
Closed -$1.52M – 507
2025
Q1 		$1.52M Buy
+56,528
New +$1.49M 0.12% 187
2024
Q1 		– Sell
-88,640
Closed -$2.31M – 470
2023
Q4 		$2.31M Buy
+88,640
New +$2.25M 0.27% 90

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
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
VOYA Investment Management
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisor Resource Council's SCHP Position: Q2 2025 in Review

Advisor Resource Council sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 56,528 shares — an estimated $1.52M sold.

Advisor Resource Council first reported a position in SCHP in Q4 2023 and held it in 2 quarters. The position peaked at $2.31M in Q4 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Advisor Resource Council reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 56,528 Schwab US TIPS ETF shares in Q2 2025, an estimated $1.52M.
  • Advisor Resource Council first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Schwab US TIPS ETF position peaked at $2.31M in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.