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Financial Synergies Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Synergies Wealth Advisors’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
-9,959
Closed -$268K – 93
2025
Q1 		$268K Buy
+9,959
New +$262K 0.03% 73
2024
Q2 		– Sell
-2,304
Closed -$60.1K – 388
2024
Q1 		$60.1K Buy
+2,304
New +$59.8K 0.01% 118

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

Financial Synergies Wealth Advisors's SCHP Position: Q2 2025 in Review

Financial Synergies Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 9,959 shares — an estimated $268K sold.

Financial Synergies Wealth Advisors first reported a position in SCHP in Q1 2024 and held it in 2 quarters. The position peaked at $268K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Financial Synergies Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 9,959 Schwab US TIPS ETF shares in Q2 2025, an estimated $268K.
  • Financial Synergies Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Schwab US TIPS ETF position peaked at $268K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.