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

Brown 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
Q4 		– Sell
-109,094
Closed -$2.94M – 117
2025
Q3 		$2.94M Buy
109,094
+12,596
+13% +$337K 0.83% 32
2025
Q2 		$2.57M Buy
+96,498
New +$2.55M 0.8% 32

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 $70.8B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Wealth Management's SCHP Position: Q4 2025 in Review

Brown Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 109,094 shares — an estimated $2.94M sold.

Brown Wealth Management first reported a position in SCHP in Q2 2025 and held it in 2 quarters. The position peaked at $2.94M in Q3 2025. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Brown Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Brown Wealth Management sold 109,094 Schwab US TIPS ETF shares in Q4 2025, an estimated $2.94M.
  • Brown Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2025 and held it in 2 quarters.
  • Brown Wealth Management's Schwab US TIPS ETF position peaked at $2.94M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Brown Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.