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Jacobson & Schmitt Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Jacobson & Schmitt 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
Q3 		– Sell
-149,314
Closed -$3.98M – 89
2025
Q2 		$3.98M Buy
149,314
+3,485
+2% +$92.2K 0.71% 35
2025
Q1 		$3.92M Buy
145,829
+9,030
+7% +$237K 0.8% 38
2024
Q4 		$3.53M Buy
+136,799
New +$3.6M 0.68% 38

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Jacobson & Schmitt Advisors's SCHP Position: Q3 2025 in Review

Jacobson & Schmitt Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 149,314 shares — an estimated $3.98M sold.

Jacobson & Schmitt Advisors first reported a position in SCHP in Q4 2024 and held it in 3 quarters. The position peaked at $3.98M in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Jacobson & Schmitt Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 149,314 Schwab US TIPS ETF shares in Q3 2025, an estimated $3.98M.
  • Jacobson & Schmitt Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 3 quarters.
  • Jacobson & Schmitt Advisors's Schwab US TIPS ETF position peaked at $3.98M in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.