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Lion Street Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Lion Street 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 		$522K Buy
+8,283
New +$222K 0.18% 110
2023
Q3 		– Sell
-16,566
Closed -$522K – 299
2023
Q2 		$522K Sell
16,566
-8,882
-35% -$235K 0.18% 116
2023
Q1 		$682K Buy
+25,448
New +$670K 0.21% 88

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MERSOM
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US Bancorp
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JP Morgan Chase
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SEI Investments
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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LNC
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