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Alpha Cubed Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Alpha Cubed Investments’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
-19,735
Closed -$531K – 315
2025
Q1 		$531K Buy
+19,735
New +$519K 0.02% 168

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MERSOM
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JP Morgan Chase
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SEI Investments
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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

Alpha Cubed Investments's SCHP Position: Q2 2025 in Review

Alpha Cubed Investments sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 19,735 shares — an estimated $531K sold.

Alpha Cubed Investments first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $531K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Alpha Cubed Investments reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 19,735 Schwab US TIPS ETF shares in Q2 2025, an estimated $531K.
  • Alpha Cubed Investments first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Alpha Cubed Investments's Schwab US TIPS ETF position peaked at $531K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.