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

Capital A 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
Q2 		– Sell
-24
Closed -$645 – 759
2025
Q1 		$645 Sell
24
-73
-75% -$1.92K ﹤0.01% 596
2024
Q4 		$2.51K Buy
+97
New +$2.55K ﹤0.01% 455

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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

Capital A Wealth Management's SCHP Position: Q2 2025 in Review

Capital A Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 24 shares — an estimated $645 sold.

Capital A Wealth Management first reported a position in SCHP in Q4 2024 and held it in 2 quarters. The position peaked at $2.51K in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Capital A Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 24 Schwab US TIPS ETF shares in Q2 2025, an estimated $645.
  • Capital A Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Schwab US TIPS ETF position peaked at $2.51K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.