LBMC Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

LBMC Investment 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	-7,516	Closed	-$201K	–	239
2025 Q2	$201K	Hold	7,516	–	–	0.01%	207
2025 Q1	$202K	Buy	+7,516	New	+$198K	0.02%	193
2024 Q4	–	Sell	-7,634	Closed	-$205K	–	207
2024 Q3	$205K	Buy	+7,634	New	+$202K	0.02%	187
2023 Q3	–	Sell	-7,634	Closed	-$200K	–	165
2023 Q2	$200K	Hold	7,634	–	–	0.02%	161
2023 Q1	$205K	Buy	+7,634	New	+$201K	0.02%	157
2022 Q3	–	Sell	-9,168	Closed	-$256K	–	161
2022 Q2	$256K	Buy	+9,168	New	+$266K	0.03%	124

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

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

LBMC Investment Advisors's SCHP Position: Q3 2025 in Review

LBMC Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 7,516 shares — an estimated $201K sold.

LBMC Investment Advisors first reported a position in SCHP in Q2 2022 and held it in 6 quarters. The position peaked at $256K in Q2 2022. 664 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

LBMC Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
LBMC Investment Advisors sold 7,516 Schwab US TIPS ETF shares in Q3 2025, an estimated $201K.
LBMC Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 6 quarters.
LBMC Investment Advisors's Schwab US TIPS ETF position peaked at $256K in Q2 2022.
664 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on LBMC Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.