Avantax Planning Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Avantax Planning Partners’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	-156,858	Closed	-$4.18M	–	454
2025 Q2	$4.18M	Buy	156,858 +5,307	+4%	+$140K	0.13%	94
2025 Q1	$4.08M	Sell	151,551 -7,839	-5%	-$206K	0.14%	92
2024 Q4	$4.12M	Buy	159,390 +9,468	+6%	+$249K	0.15%	88
2024 Q3	$4.02M	Buy	149,922 +908	+0.6%	+$24K	0.14%	91
2024 Q2	$3.88M	Buy	149,014 +1,902	+1%	+$49.2K	0.12%	95
2024 Q1	$3.84M	Buy	147,112 +69,638	+90%	+$1.81M	0.12%	102
2023 Q4	$2.02M	Buy	77,474 +1,952	+3%	+$49.7K	0.08%	108
2023 Q3	$1.91M	Hold	75,522	–	–	0.08%	108
2023 Q2	$1.98M	Sell	75,522 -1,426	-2%	-$37.8K	0.08%	108
2023 Q1	$2.06M	Buy	76,948 +322	+0.4%	+$8.47K	0.08%	105
2022 Q4	$1.98M	Buy	76,626 +5,778	+8%	+$151K	0.08%	105
2022 Q3	$1.83M	Buy	70,848 +474	+0.7%	+$13.2K	0.08%	99
2022 Q2	$1.96M	Hold	70,374	–	–	0.08%	102
2022 Q1	$2.14M	Buy	70,374 +1,736	+3%	+$53.2K	0.08%	103
2021 Q4	$2.16M	Buy	+68,638	New	+$2.16M	0.09%	96

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

Avantax Planning Partners's SCHP Position: Q3 2025 in Review

Avantax Planning Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 156,858 shares — an estimated $4.18M sold.

Avantax Planning Partners first reported a position in SCHP in Q4 2021 and held it in 15 quarters. The position peaked at $4.18M in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Avantax Planning Partners reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 156,858 Schwab US TIPS ETF shares in Q3 2025, an estimated $4.18M.
Avantax Planning Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 15 quarters.
Avantax Planning Partners's Schwab US TIPS ETF position peaked at $4.18M in Q2 2025.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.