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Game Plan Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Game Plan Financial 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
-550
Closed -$14.8K – 377
2025
Q1 		$14.8K Hold
550
– – 0.01% 200
2024
Q4 		$14.2K Hold
550
– – 0.01% 208
2024
Q3 		$14.7K Hold
550
– – 0.01% 211
2024
Q2 		$14.3K Hold
550
– – 0.01% 219
2024
Q1 		$14.3K Hold
550
– – 0.01% 235
2023
Q4 		$14.4K Buy
+550
New +$14K 0.01% 222

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

Game Plan Financial Advisors's SCHP Position: Q2 2025 in Review

Game Plan Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 550 shares — an estimated $14.8K sold.

Game Plan Financial Advisors first reported a position in SCHP in Q4 2023 and held it in 6 quarters. The position peaked at $14.8K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Game Plan Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 550 Schwab US TIPS ETF shares in Q2 2025, an estimated $14.8K.
  • Game Plan Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 6 quarters.
  • Game Plan Financial Advisors's Schwab US TIPS ETF position peaked at $14.8K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Game Plan Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.