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

Fortress 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 		– Sell
-25,505
Closed -$686K – 80
2025
Q1 		$686K Buy
25,505
+182
+0.7% +$4.79K 0.68% 28
2024
Q4 		$654K Buy
+25,323
New +$666K 0.65% 29

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MERSOM
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JP Morgan Chase
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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
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Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Fortress Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 25,505 shares — an estimated $686K sold.

Fortress Financial Group first reported a position in SCHP in Q4 2024 and held it in 2 quarters. The position peaked at $686K in Q1 2025. 664 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Fortress Financial Group reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Fortress Financial Group sold 25,505 Schwab US TIPS ETF shares in Q2 2025, an estimated $686K.
  • Fortress Financial Group first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 2 quarters.
  • Fortress Financial Group's Schwab US TIPS ETF position peaked at $686K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Fortress Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.