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Caldwell Sutter Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Caldwell Sutter Capital’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
-54
Closed -$1.45K – 891
2025
Q1 		$1.45K Hold
54
– – ﹤0.01% 768
2024
Q4 		$1.4K Hold
54
– – ﹤0.01% 786
2024
Q3 		$1.45K Hold
54
– – ﹤0.01% 785
2024
Q2 		$1.4K Hold
54
– – ﹤0.01% 798
2024
Q1 		$1.41K Hold
54
– – ﹤0.01% 791
2023
Q4 		$1.41K Buy
54
+8
+17% +$204 ﹤0.01% 793
2023
Q3 		$1.16K Buy
+46
New +$1.19K ﹤0.01% 783

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

Caldwell Sutter Capital's SCHP Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 54 shares — an estimated $1.45K sold.

Caldwell Sutter Capital first reported a position in SCHP in Q3 2023 and held it in 7 quarters. The position peaked at $1.45K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 54 Schwab US TIPS ETF shares in Q2 2025, an estimated $1.45K.
  • Caldwell Sutter Capital first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 7 quarters.
  • Caldwell Sutter Capital's Schwab US TIPS ETF position peaked at $1.45K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.