HBW Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

HBW Advisory Services’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	-8,108	Closed	-$218K	–	418
2025 Q1	$218K	Buy	+8,108	New	+$213K	0.03%	355
2022 Q1	–	Sell	-17,022	Closed	-$535K	–	265
2021 Q4	$535K	Buy	17,022 +2,810	+20%	+$88.5K	0.12%	159
2021 Q3	$445K	Buy	14,212 +4,724	+50%	+$149K	0.12%	167
2021 Q2	$297K	Buy	9,488 +472	+5%	+$14.6K	0.08%	193
2021 Q1	$276K	Buy	+9,016	New	+$278K	0.07%	194
2020 Q4	–	Sell	-7,118	Closed	-$219K	–	234
2020 Q3	$219K	Buy	+7,118	New	+$218K	0.09%	173

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

HBW Advisory Services's SCHP Position: Q2 2025 in Review

HBW Advisory Services sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 8,108 shares — an estimated $218K sold.

HBW Advisory Services first reported a position in SCHP in Q3 2020 and held it in 6 quarters. The position peaked at $535K in Q4 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

HBW Advisory Services reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
HBW Advisory Services sold 8,108 Schwab US TIPS ETF shares in Q2 2025, an estimated $218K.
HBW Advisory Services first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 6 quarters.
HBW Advisory Services's Schwab US TIPS ETF position peaked at $535K in Q4 2021.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.