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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

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

Lion Street Advisors's SCHP Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2025: 8,283 shares worth $522K. The stake represents 0.18% of the portfolio and ranks #110 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in SCHP as recently as Q2 2023.

Lion Street Advisors first reported a position in SCHP in Q1 2023 and has held it in 3 quarters since. The position peaked at $682K in Q1 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Lion Street Advisors held 8,283 shares of Schwab US TIPS ETF worth $522K as of Q3 2025.
  • Schwab US TIPS ETF was a new Lion Street Advisors position in Q3 2025.
  • Schwab US TIPS ETF made up 0.18% of Lion Street Advisors's portfolio in Q3 2025, its #110 holding.
  • Lion Street Advisors first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 3 quarters since.
  • Lion Street Advisors's Schwab US TIPS ETF position peaked at $682K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.