Kavar Capital Partners Group’s Schwab US TIPS ETF SCHP Stock Holding History

Kavar Capital Partners Group’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	-10,324	Closed	-$275K	–	196
2025 Q2	$275K	Buy	+10,324	New	+$273K	0.04%	161
2024 Q4	–	Sell	-12,034	Closed	-$323K	–	190
2024 Q3	$323K	Buy	+12,034	New	+$318K	0.05%	140
2023 Q4	–	Sell	-18,012	Closed	-$455K	–	167
2023 Q3	$455K	Hold	18,012	–	–	0.1%	113
2023 Q2	$472K	Sell	18,012 -400	-2%	-$10.6K	0.1%	103
2023 Q1	$494K	Buy	+18,412	New	+$485K	0.11%	106
2022 Q3	–	Sell	-24,972	Closed	-$697K	–	155
2022 Q2	$697K	Buy	+24,972	New	+$725K	0.16%	95
2022 Q1	–	Sell	-23,762	Closed	-$747K	–	173
2021 Q4	$747K	Buy	23,762 +1,910	+9%	+$60.1K	0.16%	95
2021 Q3	$684K	Buy	+21,852	New	+$690K	0.16%	102
2021 Q1	–	Sell	-28,674	Closed	-$890K	–	151
2020 Q4	$890K	Buy	+28,674	New	+$881K	0.26%	84

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Kavar Capital Partners Group's SCHP Position: Q3 2025 in Review

Kavar Capital Partners Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 10,324 shares — an estimated $275K sold.

Kavar Capital Partners Group first reported a position in SCHP in Q4 2020 and held it in 9 quarters. The position peaked at $890K in Q4 2020. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Kavar Capital Partners Group reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Kavar Capital Partners Group sold 10,324 Schwab US TIPS ETF shares in Q3 2025, an estimated $275K.
Kavar Capital Partners Group first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 9 quarters.
Kavar Capital Partners Group's Schwab US TIPS ETF position peaked at $890K in Q4 2020.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Kavar Capital Partners Group's 13F filing for Q3 2025, filed 17 Oct 2025.