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Catalyst Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Catalyst Private Wealth’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
-72,111
Closed -$1.92M – 82
2025
Q2 		$1.92M Buy
72,111
+2,022
+3% +$53.5K 0.86% 21
2025
Q1 		$1.88M Sell
70,089
-10,898
-13% -$287K 0.92% 21
2024
Q4 		$2.09M Buy
80,987
+5,433
+7% +$143K 0.93% 22
2024
Q3 		$2.03M Buy
75,554
+8,822
+13% +$233K 0.99% 22
2024
Q2 		$1.74M Sell
66,732
-21,478
-24% -$555K 0.92% 23
2024
Q1 		$2.3M Sell
88,210
-11,950
-12% -$310K 1.2% 19
2023
Q4 		$2.61M Sell
100,160
-26,928
-21% -$685K 1.23% 18
2023
Q3 		$3.21M Buy
127,088
+6,712
+6% +$173K 1.9% 15
2023
Q2 		$3.16M Buy
120,376
+91,602
+318% +$2.43M 1.98% 14
2023
Q1 		$771K Hold
28,774
– – 0.53% 33
2022
Q4 		$745K Hold
28,774
– – 0.61% 32
2022
Q3 		$745K Buy
28,774
+5,200
+22% +$145K 0.56% 30
2022
Q2 		$658K Hold
23,574
– – 0.47% 38
2022
Q1 		$716K Buy
23,574
+700
+3% +$21.5K 0.36% 40
2021
Q4 		$719K Buy
22,874
+800
+4% +$25.2K 0.31% 39
2021
Q3 		$691K Buy
22,074
+1,000
+5% +$31.6K 0.3% 32
2021
Q2 		$659K Buy
21,074
+5,100
+32% +$158K 0.36% 33
2021
Q1 		$488K Buy
15,974
+720
+5% +$22.2K 0.34% 34
2020
Q4 		$473K Buy
15,254
+1,416
+10% +$43.5K 0.41% 32
2020
Q3 		$426K Buy
+13,838
New +$424K 0.41% 30

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
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

Catalyst Private Wealth's SCHP Position: Q3 2025 in Review

Catalyst Private Wealth sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 72,111 shares — an estimated $1.92M sold.

Catalyst Private Wealth first reported a position in SCHP in Q3 2020 and held it in 20 quarters. The position peaked at $3.21M in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Catalyst Private Wealth reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Catalyst Private Wealth sold 72,111 Schwab US TIPS ETF shares in Q3 2025, an estimated $1.92M.
  • Catalyst Private Wealth first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 20 quarters.
  • Catalyst Private Wealth's Schwab US TIPS ETF position peaked at $3.21M in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Catalyst Private Wealth's 13F filing for Q3 2025, filed 7 Oct 2025.