EI
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Ellevest Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Ellevest Inc’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
-135,170
Closed -$3.63M – 428
2025
Q1 		$3.63M Sell
135,170
-17,361
-11% -$456K 0.24% 36
2024
Q4 		$3.94M Buy
152,531
+11,817
+8% +$311K 0.23% 39
2024
Q3 		$3.77M Buy
140,714
+10,644
+8% +$281K 0.21% 39
2024
Q2 		$3.38M Buy
130,070
+9,836
+8% +$254K 0.2% 41
2024
Q1 		$3.14M Buy
120,234
+13,520
+13% +$351K 0.19% 42
2023
Q4 		$2.79M Sell
106,714
-738
-0.7% -$18.8K 0.19% 41
2023
Q3 		$2.71M Sell
107,452
-49,662
-32% -$1.28M 0.21% 37
2023
Q2 		$4.12M Buy
157,114
+4,654
+3% +$123K 0.31% 33
2023
Q1 		$4.09M Buy
152,460
+6,392
+4% +$168K 0.32% 32
2022
Q4 		$3.78M Sell
146,068
-9,398
-6% -$246K 0.32% 34
2022
Q3 		$4.03M Buy
155,466
+17,674
+13% +$491K 0.38% 25
2022
Q2 		$3.85M Buy
137,792
+2,852
+2% +$82.8K 0.36% 29
2022
Q1 		$4.11M Buy
134,940
+2,510
+2% +$77K 0.35% 30
2021
Q4 		$4.16M Buy
132,430
+5,060
+4% +$159K 0.37% 28
2021
Q3 		$3.98M Buy
127,370
+7,678
+6% +$242K 0.39% 26
2021
Q2 		$3.74M Buy
119,692
+8,352
+8% +$259K 0.37% 26
2021
Q1 		$3.4M Buy
111,340
+14,614
+15% +$450K 0.41% 26
2020
Q4 		$3M Buy
96,726
+8,916
+10% +$274K 0.44% 26
2020
Q3 		$2.71M Buy
87,810
+13,194
+18% +$404K 0.49% 27
2020
Q2 		$2.24M Buy
74,616
+11,110
+17% +$329K 0.48% 26
2020
Q1 		$1.83M Buy
63,506
+5,030
+9% +$144K 0.51% 24
2019
Q4 		$1.66M Buy
58,476
+15,308
+35% +$434K 0.46% 22
2019
Q3 		$1.23M Sell
43,168
-42,556
-50% -$1.21M 0.43% 24
2019
Q2 		$1.08M Buy
85,724
+476
+0.6% +$13.2K 0.43% 24
2019
Q1 		$934K Buy
85,248
+58,328
+217% +$1.57M 0.45% 25
2018
Q4 		$716K Buy
+26,920
New +$716K 0.36% 34

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

Ellevest Inc's SCHP Position: Q2 2025 in Review

Ellevest Inc sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 135,170 shares — an estimated $3.63M sold.

Ellevest Inc first reported a position in SCHP in Q4 2018 and held it in 26 quarters. The position peaked at $4.16M in Q4 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Ellevest Inc reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 135,170 Schwab US TIPS ETF shares in Q2 2025, an estimated $3.63M.
  • Ellevest Inc first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 26 quarters.
  • Ellevest Inc's Schwab US TIPS ETF position peaked at $4.16M in Q4 2021.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.