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Aegis Wealth Management (Maryland)’s Schwab US TIPS ETF SCHP Stock Holding History

Aegis Wealth Management (Maryland)’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 		– Sell
-9,134
Closed -$246K – 129
2025
Q2 		$246K Hold
9,134
– – 0.15% 104
2025
Q1 		$246K Buy
+9,134
New +$240K 0.14% 109

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QCM
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Aegis Wealth Management (Maryland)'s SCHP Position: Q3 2025 in Review

Aegis Wealth Management (Maryland) sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 9,134 shares — an estimated $246K sold.

Aegis Wealth Management (Maryland) first reported a position in SCHP in Q1 2025 and held it in 2 quarters. The position peaked at $246K in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Aegis Wealth Management (Maryland) reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 9,134 Schwab US TIPS ETF shares in Q3 2025, an estimated $246K.
  • Aegis Wealth Management (Maryland) first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 2 quarters.
  • Aegis Wealth Management (Maryland)'s Schwab US TIPS ETF position peaked at $246K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q3 2025, filed 6 Nov 2025.