Atwood & Palmer’s Schwab US TIPS ETF SCHP Stock Holding History

Atwood & Palmer’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	-890	Closed	-$23.7K	–	526
2025 Q2	$23.7K	Buy	+890	New	+$23.5K	﹤0.01%	306
2016 Q1	–	Sell	-438	Closed	-$12K	–	376
2015 Q4	$12K	Hold	438	–	–	﹤0.01%	314
2015 Q3	$12K	Buy	+438	New	+$11.8K	﹤0.01%	318

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

QCM

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Atwood & Palmer's SCHP Position: Q3 2025 in Review

Atwood & Palmer sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 890 shares — an estimated $23.7K sold.

Atwood & Palmer first reported a position in SCHP in Q3 2015 and held it in 3 quarters. The position peaked at $23.7K in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Atwood & Palmer reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 890 Schwab US TIPS ETF shares in Q3 2025, an estimated $23.7K.
Atwood & Palmer first reported a position in Schwab US TIPS ETF in Q3 2015 and held it in 3 quarters.
Atwood & Palmer's Schwab US TIPS ETF position peaked at $23.7K in Q2 2025.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.