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Ground Swell Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Ground Swell Capital’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
-23,665
Closed -$631K – 221
2025
Q2 		$631K Buy
+23,665
New +$626K 1% 10

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MERSOM
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
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

Ground Swell Capital's SCHP Position: Q3 2025 in Review

Ground Swell Capital sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 23,665 shares — an estimated $631K sold.

Ground Swell Capital first reported a position in SCHP in Q2 2025 and held it in 1 quarter. The position peaked at $631K in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Ground Swell Capital reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Ground Swell Capital sold 23,665 Schwab US TIPS ETF shares in Q3 2025, an estimated $631K.
  • Ground Swell Capital first reported a position in Schwab US TIPS ETF in Q2 2025 and held it in 1 quarter.
  • Ground Swell Capital's Schwab US TIPS ETF position peaked at $631K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.