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Iron Horse Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Iron Horse Wealth 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
Q2 		$129K Sell
4,847
-153
-3% -$4.05K 0.04% 73
2025
Q1 		$134K Sell
5,000
-1,524
-23% -$40.1K 0.04% 65
2024
Q4 		$169K Sell
6,524
-22
-0.3% -$578 0.06% 58
2024
Q3 		$176K Sell
6,546
-2,006
-23% -$53K 0.06% 52
2024
Q2 		$222K Sell
8,552
-472
-5% -$12.2K 0.08% 42
2024
Q1 		$235K Sell
9,024
-5,812
-39% -$151K 0.09% 39
2023
Q4 		$387K Sell
14,836
-1,646
-10% -$41.9K 0.17% 28
2023
Q3 		$416K Sell
16,482
-12,692
-44% -$327K 0.2% 25
2023
Q2 		$765K Sell
29,174
-282,788
-91% -$7.5M 0.38% 20
2023
Q1 		$8.36M Buy
311,962
+16,824
+6% +$443K 4.18% 11
2022
Q4 		$7.64M Buy
295,138
+182,074
+161% +$4.76M 4.13% 11
2022
Q3 		$2.93M Sell
113,064
-273,828
-71% -$7.61M 4.23% 11
2022
Q2 		$10.8M Buy
386,892
+31,682
+9% +$919K 6.14% 5
2022
Q1 		$10.8M Buy
355,210
+24,054
+7% +$738K 5.92% 5
2021
Q4 		$10.4M Buy
331,156
+122,368
+59% +$3.85M 5.85% 6
2021
Q3 		$6.53M Buy
208,788
+28,364
+16% +$895K 4.05% 13
2021
Q2 		$5.64M Buy
+180,424
New +$5.59M 3.72% 13

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

Iron Horse Wealth Management's SCHP Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 3.1% in Q2 2025, selling an estimated $4.05K and leaving 4,847 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #73.

Iron Horse Wealth Management first reported a position in SCHP in Q2 2021 and has held it in 17 quarters since. The position peaked at $10.8M in Q2 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Iron Horse Wealth Management held 4,847 shares of Schwab US TIPS ETF worth $129K as of Q2 2025.
  • Iron Horse Wealth Management sold 153 Schwab US TIPS ETF shares in Q2 2025, an estimated $4.05K.
  • Schwab US TIPS ETF made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #73 holding.
  • Iron Horse Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 17 quarters since.
  • Iron Horse Wealth Management's Schwab US TIPS ETF position peaked at $10.8M in Q2 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.