Koss-Olinger Consulting’s Schwab US TIPS ETF SCHP Stock Holding History

Koss-Olinger Consulting’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	-79,396	Closed	-$2.13M	–	328
2025 Q1	$2.13M	Buy	79,396 +5,511	+7%	+$145K	0.18%	62
2024 Q4	$1.91M	Sell	73,885 -5,091	-6%	-$134K	0.17%	67
2024 Q3	$2.12M	Buy	78,976 +6,056	+8%	+$160K	0.18%	75
2024 Q2	$1.9M	Buy	+72,920	New	+$1.89M	0.18%	74
2024 Q1	–	Sell	-74,748	Closed	-$1.95M	–	255
2023 Q4	$1.95M	Buy	74,748 +43,978	+143%	+$1.12M	0.19%	55
2023 Q3	$777K	Buy	30,770 +150	+0.5%	+$3.87K	0.11%	102
2023 Q2	$803K	Buy	30,620 +412	+1%	+$10.9K	0.09%	104
2023 Q1	$810K	Buy	30,208 +3,784	+14%	+$99.6K	0.1%	101
2022 Q4	$684K	Buy	+26,424	New	+$691K	0.1%	102

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Koss-Olinger Consulting's SCHP Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 79,396 shares — an estimated $2.13M sold.

Koss-Olinger Consulting first reported a position in SCHP in Q4 2022 and held it in 9 quarters. The position peaked at $2.13M in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

Koss-Olinger Consulting reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 79,396 Schwab US TIPS ETF shares in Q2 2025, an estimated $2.13M.
Koss-Olinger Consulting first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 9 quarters.
Koss-Olinger Consulting's Schwab US TIPS ETF position peaked at $2.13M in Q1 2025.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.