C1AG
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Client 1st Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Client 1st Advisory Group’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
-9,884
Closed -$266K – 139
2025
Q1 		$266K Sell
9,884
-662
-6% -$17.4K 0.1% 105
2024
Q4 		$272K Sell
10,546
-4,734
-31% -$124K 0.1% 107
2024
Q3 		$410K Sell
15,280
-3,472
-19% -$91.7K 0.16% 72
2024
Q2 		$488K Sell
18,752
-5,132
-21% -$133K 0.21% 61
2024
Q1 		$623K Sell
23,884
-5,396
-18% -$140K 0.28% 44
2023
Q4 		$764K Sell
29,280
-12,732
-30% -$324K 0.37% 35
2023
Q3 		$1.06M Sell
42,012
-29,646
-41% -$764K 0.56% 30
2023
Q2 		$1.88M Sell
71,658
-25,946
-27% -$688K 0.99% 23
2023
Q1 		$2.62M Sell
97,604
-24,104
-20% -$634K 1.42% 15
2022
Q4 		$3.15M Sell
121,708
-25,682
-17% -$672K 1.84% 15
2022
Q3 		$3.82M Sell
147,390
-78
-0.1% -$2.17K 2.37% 12
2022
Q2 		$4.11M Sell
147,468
-19,812
-12% -$575K 2.45% 13
2022
Q1 		$5.08M Buy
167,280
+21,574
+15% +$662K 2.48% 12
2021
Q4 		$4.58M Buy
145,706
+85,236
+141% +$2.68M 2.24% 13
2021
Q3 		$1.89M Buy
60,470
+53,008
+710% +$1.67M 0.97% 21
2021
Q2 		$233K Buy
+7,462
New +$231K 0.12% 67

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
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

Client 1st Advisory Group's SCHP Position: Q2 2025 in Review

Client 1st Advisory Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 9,884 shares — an estimated $266K sold.

Client 1st Advisory Group first reported a position in SCHP in Q2 2021 and held it in 16 quarters. The position peaked at $5.08M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Client 1st Advisory Group reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 9,884 Schwab US TIPS ETF shares in Q2 2025, an estimated $266K.
  • Client 1st Advisory Group first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 16 quarters.
  • Client 1st Advisory Group's Schwab US TIPS ETF position peaked at $5.08M in Q1 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Client 1st Advisory Group's 13F filing for Q2 2025, filed 18 Jul 2025.