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Choate Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Choate Investment 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
Q4 		– Sell
-26,490
Closed -$714K – 455
2025
Q3 		$714K Buy
26,490
+26,444
+57,487% +$708K 0.01% 245
2025
Q2 		$1.23K Buy
+46
New +$1.22K ﹤0.01% 476
2021
Q4 		– Sell
-1,632
Closed -$51K – 348
2021
Q3 		$51K Sell
1,632
-1,000
-38% -$31.6K ﹤0.01% 282
2021
Q2 		$82K Buy
+2,632
New +$81.6K 0.01% 285

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Choate Investment Advisors's SCHP Position: Q4 2025 in Review

Choate Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 26,490 shares — an estimated $714K sold.

Choate Investment Advisors first reported a position in SCHP in Q2 2021 and held it in 4 quarters. The position peaked at $714K in Q3 2025. 716 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Choate Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 26,490 Schwab US TIPS ETF shares in Q4 2025, an estimated $714K.
  • Choate Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 4 quarters.
  • Choate Investment Advisors's Schwab US TIPS ETF position peaked at $714K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Choate Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.