BCMLT
SCHP icon

Beacon Capital Management LLC (Tennessee)’s Schwab US TIPS ETF SCHP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-1,755
Closed -$46.8K – 833
2025
Q2 		$46.8K Buy
1,755
+210
+14% +$5.56K 0.01% 342
2025
Q1 		$41.6K Sell
1,545
-4,377
-74% -$115K 0.01% 340
2024
Q4 		$153K Buy
5,922
+32
+0.5% +$841 0.02% 138
2024
Q3 		$158K Sell
5,890
-114
-2% -$3.01K 0.02% 143
2024
Q2 		$156K Sell
6,004
-490
-8% -$12.7K 0.03% 123
2024
Q1 		$169K Sell
6,494
-2,848
-30% -$73.9K 0.03% 119
2023
Q4 		$236K Sell
9,342
-1,100
-11% -$28K 0.07% 74
2023
Q3 		$274K Hold
10,442
– – 0.07% 72
2023
Q2 		$274K Sell
10,442
-28,020
-73% -$743K 0.07% 72
2023
Q1 		$1.03M Sell
38,462
-13,332
-26% -$351K 0.3% 26
2022
Q4 		$1.34M Sell
51,794
-70,406
-58% -$1.84M 0.46% 21
2022
Q3 		$3.41M Sell
122,200
-66,602
-35% -$1.85M 1.14% 13
2022
Q2 		$5.73M Sell
188,802
-4,670
-2% -$136K 1.42% 13
2022
Q1 		$5.87M Buy
+193,472
New +$5.93M 1.4% 13

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
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

Beacon Capital Management LLC (Tennessee)'s SCHP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 1,755 shares — an estimated $46.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHP in Q1 2022 and held it in 14 quarters. The position peaked at $5.87M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,755 Schwab US TIPS ETF shares in Q3 2025, an estimated $46.8K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Schwab US TIPS ETF position peaked at $5.87M in Q1 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.