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Caldwell Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Caldwell Trust’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
-260
Closed -$7.01K – 783
2025
Q3 		$7.01K Hold
260
– – ﹤0.01% 672
2025
Q2 		$6.94K Hold
260
– – ﹤0.01% 667
2025
Q1 		$6.99K Hold
260
– – ﹤0.01% 665
2024
Q4 		$6.72K Hold
260
– – ﹤0.01% 638
2024
Q3 		$6.97K Hold
260
– – ﹤0.01% 628
2024
Q2 		$6.76K Buy
+260
New +$6.72K ﹤0.01% 630
2023
Q2 		– Sell
-14
Closed -$375 – 782
2023
Q1 		$375 Hold
14
– – ﹤0.01% 726
2022
Q4 		$363 Hold
14
– – ﹤0.01% 722
2022
Q3 		$363 Hold
14
– – ﹤0.01% 720
2022
Q2 		$391 Hold
14
– – ﹤0.01% 739
2022
Q1 		$425 Buy
+14
New +$429 ﹤0.01% 745

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

Caldwell Trust's SCHP Position: Q4 2025 in Review

Caldwell Trust sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 260 shares — an estimated $7.01K sold.

Caldwell Trust first reported a position in SCHP in Q1 2022 and held it in 11 quarters. The position peaked at $7.01K in Q3 2025. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Caldwell Trust reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 260 Schwab US TIPS ETF shares in Q4 2025, an estimated $7.01K.
  • Caldwell Trust first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 11 quarters.
  • Caldwell Trust's Schwab US TIPS ETF position peaked at $7.01K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.