Ascent Group’s Schwab US TIPS ETF SCHP Stock Holding History

Ascent Group’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	-11,747	Closed	-$313K	–	782
2025 Q2	$313K	Buy	+11,747	New	+$311K	0.01%	569
2023 Q3	–	Sell	-8,452	Closed	-$219K	–	490
2023 Q2	$219K	Sell	8,452 -798	-9%	-$21.2K	0.02%	428
2023 Q1	$248K	Buy	9,250 +94	+1%	+$2.47K	0.03%	429
2022 Q4	$237K	Sell	9,156 -1,360	-13%	-$35.6K	0.03%	429
2022 Q3	$275K	Sell	10,516 -1,850	-15%	-$51.4K	0.03%	395
2022 Q2	$358K	Sell	12,366 -1,498	-11%	-$43.5K	0.04%	359
2022 Q1	$421K	Buy	13,864 +360	+3%	+$11K	0.05%	348
2021 Q4	$414K	Buy	+13,504	New	+$425K	0.05%	321

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

QCM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Ascent Group's SCHP Position: Q3 2025 in Review

Ascent Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 11,747 shares — an estimated $313K sold.

Ascent Group first reported a position in SCHP in Q4 2021 and held it in 8 quarters. The position peaked at $421K in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Ascent Group reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Ascent Group sold 11,747 Schwab US TIPS ETF shares in Q3 2025, an estimated $313K.
Ascent Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 8 quarters.
Ascent Group's Schwab US TIPS ETF position peaked at $421K in Q1 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Ascent Group's 13F filing for Q3 2025, filed 20 Oct 2025.