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Continuum Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Continuum Advisory’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
-10,890
Closed -$293K – 1357
2025
Q1 		$293K Sell
10,890
-2,132
-16% -$56.1K 0.04% 324
2024
Q4 		$336K Sell
13,022
-19,808
-60% -$521K 0.04% 304
2024
Q3 		$428K Buy
32,830
+18,032
+122% +$476K 0.05% 266
2024
Q2 		$385K Sell
14,798
-606
-4% -$15.7K 0.06% 263
2024
Q1 		$398K Sell
15,404
-1,962
-11% -$50.9K 0.06% 259
2023
Q4 		$453K Sell
17,366
-18,588
-52% -$473K 0.06% 296
2023
Q3 		$908K Buy
35,954
+12,852
+56% +$331K 0.15% 177
2023
Q2 		$606K Buy
23,102
+1,288
+6% +$34.1K 0.1% 251
2023
Q1 		$585K Sell
21,814
-26,652
-55% -$701K 0.1% 240
2022
Q4 		$1.26M Sell
48,466
-10,864
-18% -$284K 0.23% 131
2022
Q3 		$1.54M Sell
59,330
-576
-1% -$16K 0.27% 93
2022
Q2 		$1.67M Buy
59,906
+1,494
+3% +$43.4K 0.3% 90
2022
Q1 		$1.73M Buy
58,412
+1,316
+2% +$40.4K 0.33% 83
2021
Q4 		$1.79M Sell
57,096
-12
-0% -$378 0.4% 64
2021
Q3 		$1.79M Sell
57,108
-260
-0.5% -$8.21K 0.48% 51
2021
Q2 		$1.79M Sell
57,368
-928
-2% -$28.8K 0.56% 40
2021
Q1 		$1.8M Buy
58,296
+7,534
+15% +$232K 0.75% 36
2020
Q4 		$1.58M Buy
50,762
+21,096
+71% +$648K 0.72% 43
2020
Q3 		$911K Buy
29,666
+4,210
+17% +$129K 0.5% 58
2020
Q2 		$764K Buy
25,456
+352
+1% +$10.4K 0.48% 62
2020
Q1 		$724K Buy
25,104
+1,506
+6% +$43.1K 0.49% 57
2019
Q4 		$668K Buy
23,598
+416
+2% +$11.8K 0.39% 68
2019
Q3 		$659K Buy
23,182
+1,758
+8% +$49.8K 0.44% 56
2019
Q2 		$600K Buy
21,424
+4,812
+29% +$133K 0.41% 58
2019
Q1 		$455K Buy
16,612
+744
+5% +$20.1K 0.34% 74
2018
Q4 		$422K Sell
15,868
-756
-5% -$20.1K 0.31% 86
2018
Q3 		$447K Buy
16,624
+3,556
+27% +$96.8K 0.3% 79
2018
Q2 		$359K Buy
+13,068
New +$357K 0.26% 93
2018
Q1 		– Sell
-10,256
Closed -$284K – 171
2017
Q4 		$284K Sell
10,256
-148
-1% -$4.09K 0.22% 117
2017
Q3 		$287K Sell
10,404
-410
-4% -$11.4K 0.25% 110
2017
Q2 		$298K Buy
10,814
+1,080
+11% +$30K 0.3% 105
2017
Q1 		$270K Buy
+9,734
New +$269K 0.32% 91

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

Continuum Advisory's SCHP Position: Q2 2025 in Review

Continuum Advisory sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 10,890 shares — an estimated $293K sold.

Continuum Advisory first reported a position in SCHP in Q1 2017 and held it in 32 quarters. The position peaked at $1.8M in Q1 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Continuum Advisory reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 10,890 Schwab US TIPS ETF shares in Q2 2025, an estimated $293K.
  • Continuum Advisory first reported a position in Schwab US TIPS ETF in Q1 2017 and held it in 32 quarters.
  • Continuum Advisory's Schwab US TIPS ETF position peaked at $1.8M in Q1 2021.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.