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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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Congress Wealth Management's SCHP Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 32% in Q2 2025, buying an estimated $932K and bringing the position to 143,806 shares worth $3.84M. The position accounts for 0.04% of the portfolio, ranked #432.

Congress Wealth Management first reported a position in SCHP in Q4 2021 and has held it in 15 quarters since. 664 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Congress Wealth Management held 143,806 shares of Schwab US TIPS ETF worth $3.84M as of Q2 2025.
  • Congress Wealth Management bought 35,220 Schwab US TIPS ETF shares in Q2 2025, an estimated $932K.
  • Schwab US TIPS ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #432 holding.
  • Congress Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 15 quarters since.
  • 664 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.