Bristlecone Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bristlecone Advisors’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	-3,677	Closed	-$98.1K	–	292
2025 Q2	$98.1K	Sell	3,677 -400	-10%	-$10.6K	0.01%	238
2025 Q1	$110K	Sell	4,077 -727	-15%	-$19.1K	0.01%	289
2024 Q4	$124K	Hold	4,804	–	–	0.01%	286
2024 Q3	$129K	Hold	4,804	–	–	0.01%	291
2024 Q2	$125K	Buy	+4,804	New	+$124K	0.01%	285
2023 Q3	–	Sell	-4,860	Closed	-$127K	–	276
2023 Q2	$127K	Sell	4,860 -1,324	-21%	-$35.1K	0.01%	271
2023 Q1	$166K	Buy	+6,184	New	+$163K	0.02%	264

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Bristlecone Advisors's SCHP Position: Q3 2025 in Review

Bristlecone Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 3,677 shares — an estimated $98.1K sold.

Bristlecone Advisors first reported a position in SCHP in Q1 2023 and held it in 7 quarters. The position peaked at $166K in Q1 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Bristlecone Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 3,677 Schwab US TIPS ETF shares in Q3 2025, an estimated $98.1K.
Bristlecone Advisors first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 7 quarters.
Bristlecone Advisors's Schwab US TIPS ETF position peaked at $166K in Q1 2023.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.