BCM
SCHP icon

Beaumont Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Beaumont Capital Management’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
Q4 		– Sell
-62,806
Closed -$1.69M – 49
2025
Q3 		$1.69M Buy
62,806
+4,779
+8% +$128K 1.12% 29
2025
Q2 		$1.55M Sell
58,027
-1,673
-3% -$44.3K 1.06% 27
2025
Q1 		$1.61M Buy
59,700
+1,136
+2% +$29.9K 1.18% 29
2024
Q4 		$1.51M Hold
58,564
– – 1.17% 28
2024
Q3 		$1.57M Hold
58,564
– – 1.15% 30
2024
Q2 		$1.52M Buy
58,564
+2,796
+5% +$72.3K 1.19% 30
2024
Q1 		$1.45M Sell
55,768
-434
-0.8% -$11.3K 1.07% 29
2023
Q4 		$1.47M Hold
56,202
– – 1.11% 30
2023
Q3 		$1.42M Hold
56,202
– – 1.02% 25
2023
Q2 		$1.47M Hold
56,202
– – 1.02% 26
2023
Q1 		$1.51M Hold
56,202
– – 1.05% 27
2022
Q4 		$1.46M Buy
56,202
+350
+0.6% +$9.16K 1.03% 28
2022
Q3 		$1.45M Sell
55,852
-25,920
-32% -$721K 1.44% 22
2022
Q2 		$2.28M Sell
81,772
-3,636
-4% -$106K 1.88% 19
2022
Q1 		$2.59M Sell
85,408
-1,960
-2% -$60.1K 1.67% 28
2021
Q4 		$2.75M Buy
+87,368
New +$2.75M 1.59% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $70.5B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return