LCM
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Logan Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Logan Capital Management’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
Q4 		– Sell
-16
Closed -$431 – 434
2025
Q3 		$431 Hold
16
– – ﹤0.01% 465
2025
Q2 		$427 Hold
16
– – ﹤0.01% 463
2025
Q1 		$430 Hold
16
– – ﹤0.01% 546
2024
Q4 		$412 Buy
+16
New +$421 ﹤0.01% 524

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Logan Capital Management's SCHP Position: Q4 2025 in Review

Logan Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 16 shares — an estimated $431 sold.

Logan Capital Management first reported a position in SCHP in Q4 2024 and held it in 4 quarters. The position peaked at $431 in Q3 2025. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Logan Capital Management reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 16 Schwab US TIPS ETF shares in Q4 2025, an estimated $431.
  • Logan Capital Management first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 4 quarters.
  • Logan Capital Management's Schwab US TIPS ETF position peaked at $431 in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.