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Cascade Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Cascade Wealth 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
-7,944
Closed -$212K – 62
2025
Q2 		$212K Buy
+7,944
New +$210K 0.12% 53

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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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cascade Wealth Advisors's SCHP Position: Q3 2025 in Review

Cascade Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 7,944 shares — an estimated $212K sold.

Cascade Wealth Advisors first reported a position in SCHP in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Cascade Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Cascade Wealth Advisors sold 7,944 Schwab US TIPS ETF shares in Q3 2025, an estimated $212K.
  • Cascade Wealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2025 and held it in 1 quarter.
  • Cascade Wealth Advisors's Schwab US TIPS ETF position peaked at $212K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Cascade Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.