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Benchmark Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Benchmark Wealth 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
Q2 		$761K Sell
28,539
-1,312
-4% -$34.7K 0.34% 34
2025
Q1 		$803K Sell
29,851
-1,269
-4% -$33.4K 0.39% 29
2024
Q4 		$804K Sell
31,120
-324
-1% -$8.52K 0.4% 24
2024
Q3 		$843K Sell
31,444
-4,922
-14% -$130K 0.42% 23
2024
Q2 		$946K Sell
36,366
-34
-0.1% -$879 0.5% 22
2024
Q1 		$949K Sell
36,400
-17,196
-32% -$446K 0.52% 22
2023
Q4 		$1.4M Sell
53,596
-19,056
-26% -$485K 0.83% 17
2023
Q3 		$1.83M Sell
72,652
-7,142
-9% -$184K 1.17% 17
2023
Q2 		$2.09M Sell
79,794
-9,244
-10% -$245K 1.26% 17
2023
Q1 		$2.38M Buy
89,038
+11,684
+15% +$307K 1.52% 16
2022
Q4 		$2M Buy
77,354
+3,212
+4% +$84K 1.44% 14
2022
Q3 		$1.92M Buy
74,142
+2,092
+3% +$58.2K 1.51% 12
2022
Q2 		$2.01M Buy
72,050
+11,836
+20% +$343K 1.48% 12
2022
Q1 		$1.83M Buy
60,214
+3,572
+6% +$110K 1.23% 13
2021
Q4 		$1.78M Buy
56,642
+3,024
+6% +$95.2K 1.15% 13
2021
Q3 		$1.68M Buy
53,618
+94
+0.2% +$2.97K 1.18% 13
2021
Q2 		$1.67M Buy
53,524
+6,276
+13% +$195K 1.15% 13
2021
Q1 		$1.45M Buy
+47,248
New +$1.46M 1.07% 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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Benchmark Wealth Management's SCHP Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 4.4% in Q2 2025, selling an estimated $34.7K and leaving 28,539 shares worth $761K. The position accounts for 0.34% of the portfolio, ranked #34.

Benchmark Wealth Management first reported a position in SCHP in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.38M in Q1 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Benchmark Wealth Management held 28,539 shares of Schwab US TIPS ETF worth $761K as of Q2 2025.
  • Benchmark Wealth Management sold 1,312 Schwab US TIPS ETF shares in Q2 2025, an estimated $34.7K.
  • Schwab US TIPS ETF made up 0.34% of Benchmark Wealth Management's portfolio in Q2 2025, its #34 holding.
  • Benchmark Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 18 quarters since.
  • Benchmark Wealth Management's Schwab US TIPS ETF position peaked at $2.38M in Q1 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.