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

David 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	$256K	Buy	+9,612	New	+$254K	0.19%	45

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

David Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2025: 9,612 shares worth $256K. The stake represents 0.19% of the portfolio and ranks #45 among its holdings.

663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

David Wealth Management held 9,612 shares of Schwab US TIPS ETF worth $256K as of Q2 2025.
Schwab US TIPS ETF was a new David Wealth Management position in Q2 2025.
Schwab US TIPS ETF made up 0.19% of David Wealth Management's portfolio in Q2 2025, its #45 holding.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.