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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QCM

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beaumont Capital Management's SCHP Position: Q4 2025 in Review

Beaumont Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 62,806 shares — an estimated $1.69M sold.

Beaumont Capital Management first reported a position in SCHP in Q4 2021 and held it in 16 quarters. The position peaked at $2.75M in Q4 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

Beaumont Capital Management reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Capital Management sold 62,806 Schwab US TIPS ETF shares in Q4 2025, an estimated $1.69M.
Beaumont Capital Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 16 quarters.
Beaumont Capital Management's Schwab US TIPS ETF position peaked at $2.75M in Q4 2021.
715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Beaumont Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.