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BOK Financial Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-784
Closed -$21.1K – 487
2025
Q1 		$21.1K Hold
784
– – ﹤0.01% 337
2024
Q4 		$20.3K Hold
784
– – ﹤0.01% 324
2024
Q3 		$21K Hold
784
– – ﹤0.01% 338
2024
Q2 		$20.4K Hold
784
– – ﹤0.01% 336
2024
Q1 		$20.4K Buy
+784
New +$20.3K ﹤0.01% 323
2019
Q1 		– Sell
-94,482
Closed -$2.52M – 131
2018
Q4 		$2.52M Buy
+94,482
New +$2.51M 0.34% 31
2018
Q3 		– Sell
-12,464
Closed -$342K – 109
2018
Q2 		$342K Sell
12,464
-13,066
-51% -$357K 0.06% 62
2018
Q1 		$701K Sell
25,530
-92
-0.4% -$2.52K 0.12% 48
2017
Q4 		$710K Sell
25,622
-3,464
-12% -$95.8K 0.11% 49
2017
Q3 		$804K Sell
29,086
-60
-0.2% -$1.66K 0.13% 46
2017
Q2 		$802K Buy
29,146
+214
+0.7% +$5.93K 0.12% 51
2017
Q1 		$803K Sell
28,932
-2,776
-9% -$76.7K 0.11% 56
2016
Q4 		$869K Buy
31,708
+12,048
+61% +$336K 0.13% 50
2016
Q3 		$561K Buy
19,660
+776
+4% +$22K 0.09% 78
2016
Q2 		$533K Buy
18,884
+9,696
+106% +$270K 0.08% 71
2016
Q1 		$255K Sell
9,188
-176
-2% -$4.76K 0.04% 63
2015
Q4 		$249K Sell
9,364
-386
-4% -$10.4K 0.04% 63
2015
Q3 		$262K Sell
9,750
-58
-0.6% -$1.57K 0.05% 62
2015
Q2 		$266K Buy
9,808
+596
+6% +$16.3K 0.04% 66
2015
Q1 		$253K Sell
9,212
-322
-3% -$8.83K 0.04% 67
2014
Q4 		$259K Buy
+9,534
New +$260K 0.04% 67

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BOK Financial Private Wealth's SCHP Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 784 shares — an estimated $21.1K sold.

BOK Financial Private Wealth first reported a position in SCHP in Q4 2014 and held it in 21 quarters. The position peaked at $2.52M in Q4 2018. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 784 Schwab US TIPS ETF shares in Q2 2025, an estimated $21.1K.
  • BOK Financial Private Wealth first reported a position in Schwab US TIPS ETF in Q4 2014 and held it in 21 quarters.
  • BOK Financial Private Wealth's Schwab US TIPS ETF position peaked at $2.52M in Q4 2018.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.