CWM
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Congress Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Congress 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 		$3.84M Buy
143,806
+35,220
+32% +$932K 0.04% 432
2025
Q1 		$2.92M Sell
108,586
-4,898
-4% -$129K 0.04% 424
2024
Q4 		$2.93M Sell
113,484
-11,726
-9% -$308K 0.04% 356
2024
Q3 		$3.36M Buy
125,210
+7,342
+6% +$194K 0.04% 353
2024
Q2 		$3.07M Buy
117,868
+25,430
+28% +$657K 0.05% 300
2024
Q1 		$2.41M Sell
92,438
-1,104
-1% -$28.6K 0.04% 295
2023
Q4 		$2.44M Sell
93,542
-702
-0.7% -$17.9K 0.04% 292
2023
Q3 		$2.38M Sell
94,244
-16,480
-15% -$425K 0.05% 283
2023
Q2 		$2.9M Sell
110,724
-3,544
-3% -$94K 0.07% 235
2023
Q1 		$3.06M Buy
114,268
+2,530
+2% +$66.6K 0.07% 230
2022
Q4 		$2.89M Buy
111,738
+12,020
+12% +$314K 0.07% 227
2022
Q3 		$2.58M Buy
99,718
+106
+0.1% +$2.95K 0.07% 248
2022
Q2 		$2.78M Buy
99,612
+2,924
+3% +$84.9K 0.07% 248
2022
Q1 		$2.94M Sell
96,688
-19,100
-16% -$586K 0.06% 267
2021
Q4 		$3.64M Buy
+115,788
New +$3.65M 0.07% 256

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MERSOM
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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