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Elios Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Elios Financial 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 		$246K Sell
9,237
-2,904
-24% -$76.8K 0.11% 112
2025
Q1 		$326K Sell
12,141
-544
-4% -$14.3K 0.16% 94
2024
Q4 		$328K Buy
12,685
+1,111
+10% +$29.2K 0.15% 93
2024
Q3 		$310K Buy
+11,574
New +$306K 0.14% 94

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

Elios Financial Group's SCHP Position: Q2 2025 in Review

Elios Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 24% in Q2 2025, selling an estimated $76.8K and leaving 9,237 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #112.

Elios Financial Group first reported a position in SCHP in Q3 2024 and has held it in 4 quarters since. The position peaked at $328K in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Elios Financial Group held 9,237 shares of Schwab US TIPS ETF worth $246K as of Q2 2025.
  • Elios Financial Group sold 2,904 Schwab US TIPS ETF shares in Q2 2025, an estimated $76.8K.
  • Schwab US TIPS ETF made up 0.11% of Elios Financial Group's portfolio in Q2 2025, its #112 holding.
  • Elios Financial Group first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's Schwab US TIPS ETF position peaked at $328K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.