First National Corp’s Schwab US TIPS ETF SCHP Stock Holding History

First National Corp’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 Q3	$2.05M	Buy	76,222 +1,410	+2%	+$37.7K	0.39%	53
2025 Q2	$2M	Buy	74,812 +5,955	+9%	+$158K	0.4%	51
2025 Q1	$1.85M	Buy	68,857 +1,704	+3%	+$44.8K	0.41%	53
2024 Q4	$1.73M	Sell	67,153 -275	-0.4%	-$7.23K	0.39%	52
2024 Q3	$1.81M	Buy	67,428 +6,590	+11%	+$174K	0.4%	50
2024 Q2	$1.58M	Buy	60,838 +4,654	+8%	+$120K	0.38%	57
2024 Q1	$1.47M	Sell	56,184 -810	-1%	-$21K	0.36%	60
2023 Q4	$1.49M	Sell	56,994 -11,452	-17%	-$291K	0.37%	59
2023 Q3	$1.73M	Buy	68,446 +166	+0.2%	+$4.28K	0.46%	50
2023 Q2	$1.79M	Sell	68,280 -7,906	-10%	-$210K	0.42%	53
2023 Q1	$2.04M	Sell	76,186 -11,120	-13%	-$293K	0.49%	47
2022 Q4	$2.26M	Sell	87,306 -14,104	-14%	-$369K	0.56%	39
2022 Q3	$2.63M	Sell	101,410 -13,030	-11%	-$362K	0.72%	34
2022 Q2	$3.19M	Sell	114,440 -64	-0.1%	-$1.86K	0.84%	32
2022 Q1	$3.48M	Buy	114,504 +13,956	+14%	+$428K	0.74%	30
2021 Q4	$3.16M	Buy	100,548 +22,254	+28%	+$701K	0.71%	36
2021 Q3	$2.45M	Buy	78,294 +12,600	+19%	+$398K	0.55%	39
2021 Q2	$1.97M	Sell	65,694 -15,950	-20%	-$495K	0.68%	30
2021 Q1	$2.5M	Buy	81,644 +15,100	+23%	+$465K	0.62%	37
2020 Q4	$2.07M	Sell	66,544 -1,236	-2%	-$38K	0.56%	37
2020 Q3	$7.65M	Buy	67,780 +2,086	+3%	+$63.9K	2.38%	14
2020 Q2	$1.97M	Sell	65,694 -2,064	-3%	-$61.1K	0.68%	30
2020 Q1	$402K	Buy	67,758 +316	+0.5%	+$9.05K	0.26%	84
2019 Q4	$1.91M	Buy	67,442 +4,612	+7%	+$131K	0.71%	25
2019 Q3	$1.78M	Buy	62,830 +8,368	+15%	+$237K	0.72%	30
2019 Q2	$1.53M	Buy	54,462 +3,354	+7%	+$92.9K	0.63%	32
2019 Q1	$1.41M	Buy	51,108 +2,772	+6%	+$74.8K	0.58%	33
2018 Q4	$1.29M	Buy	+48,336	New	+$1.29M	0.59%	34

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

First National Corp's SCHP Position: Q3 2025 in Review

First National Corp increased its Schwab US TIPS ETF (SCHP) stake by 1.9% in Q3 2025, buying an estimated $37.7K and bringing the position to 76,222 shares worth $2.05M. The position accounts for 0.39% of the portfolio, ranked #53.

First National Corp first reported a position in SCHP in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.65M in Q3 2020. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

First National Corp held 76,222 shares of Schwab US TIPS ETF worth $2.05M as of Q3 2025.
First National Corp bought 1,410 Schwab US TIPS ETF shares in Q3 2025, an estimated $37.7K.
Schwab US TIPS ETF made up 0.39% of First National Corp's portfolio in Q3 2025, its #53 holding.
First National Corp first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 28 quarters since.
First National Corp's Schwab US TIPS ETF position peaked at $7.65M in Q3 2020.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.