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Formidable Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Formidable Asset 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
Q3 		– Sell
-7,508
Closed -$202K – 410
2025
Q2 		$202K Hold
7,508
– – 0.03% 367
2025
Q1 		$202K Buy
+7,508
New +$197K 0.03% 368
2024
Q4 		– Sell
-8,166
Closed -$219K – 389
2024
Q3 		$219K Sell
8,166
-18,946
-70% -$500K 0.04% 339
2024
Q2 		$705K Sell
27,112
-52,030
-66% -$1.35M 0.11% 174
2024
Q1 		$2.06M Sell
79,142
-6,418
-8% -$166K 0.34% 60
2023
Q4 		$2.23M Buy
85,560
+12,762
+18% +$325K 0.46% 37
2023
Q3 		$1.84M Sell
72,798
-7,386
-9% -$190K 0.41% 42
2023
Q2 		$2.1M Sell
80,184
-4,430
-5% -$117K 0.46% 34
2023
Q1 		$2.27M Sell
84,614
-1,832
-2% -$48.2K 0.48% 32
2022
Q4 		$2.24M Sell
86,446
-11,614
-12% -$304K 0.51% 29
2022
Q3 		$2.55M Buy
98,060
+626
+0.6% +$17.4K 0.59% 25
2022
Q2 		$2.72M Buy
97,434
+2,648
+3% +$76.8K 0.61% 23
2022
Q1 		$2.88M Sell
94,786
-106
-0.1% -$3.25K 0.55% 27
2021
Q4 		$2.98M Sell
94,892
-3,024
-3% -$95.2K 0.57% 26
2021
Q3 		$3.06M Sell
97,916
-71,328
-42% -$2.25M 0.58% 29
2021
Q2 		$5.29M Buy
169,244
+77,334
+84% +$2.4M 1.14% 16
2021
Q1 		$2.81M Buy
91,910
+50,170
+120% +$1.55M 0.61% 31
2020
Q4 		$1.3M Buy
41,740
+5,548
+15% +$170K 0.3% 77
2020
Q3 		$1.11M Buy
36,192
+18,482
+104% +$566K 0.32% 72
2020
Q2 		$535K Buy
+17,710
New +$525K 0.16% 128
2020
Q1 		– Sell
-14,198
Closed -$405K – 266
2019
Q4 		$405K Hold
14,198
– – 0.13% 138
2019
Q3 		$401K Sell
14,198
-478
-3% -$13.5K 0.37% 48
2019
Q2 		$413K Buy
+14,676
New +$406K 0.14% 135
2017
Q4 		– Sell
-12,878
Closed -$356K – 195
2017
Q3 		$356K Buy
12,878
+4,312
+50% +$119K 0.15% 137
2017
Q2 		$236K Buy
+8,566
New +$238K 0.12% 145

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Formidable Asset Management's SCHP Position: Q3 2025 in Review

Formidable Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 7,508 shares — an estimated $202K sold.

Formidable Asset Management first reported a position in SCHP in Q2 2017 and held it in 25 quarters. The position peaked at $5.29M in Q2 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Formidable Asset Management reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Formidable Asset Management sold 7,508 Schwab US TIPS ETF shares in Q3 2025, an estimated $202K.
  • Formidable Asset Management first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 25 quarters.
  • Formidable Asset Management's Schwab US TIPS ETF position peaked at $5.29M in Q2 2021.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Formidable Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.