Lowe Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Lowe Wealth 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	$1.78K	Buy	+66	New	+$1.77K	﹤0.01%	341
2024 Q2	–	Sell	-704	Closed	-$18.4K	–	329
2024 Q1	$18.4K	Hold	704	–	–	0.01%	172
2023 Q4	$18.4K	Hold	704	–	–	0.01%	163
2023 Q3	$17.8K	Hold	704	–	–	0.01%	159
2023 Q2	$18.5K	Hold	704	–	–	0.01%	166
2023 Q1	$18.9K	Sell	704 -74	-10%	-$1.95K	0.01%	154
2022 Q4	$20.1K	Hold	778	–	–	0.01%	152
2022 Q3	$20K	Hold	778	–	–	0.01%	148
2022 Q2	$22K	Hold	778	–	–	0.01%	134
2022 Q1	$24K	Buy	+778	New	+$23.9K	0.01%	138

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Lowe Wealth Advisors's SCHP Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2025: 66 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in SCHP as recently as Q1 2024.

Lowe Wealth Advisors first reported a position in SCHP in Q1 2022 and has held it in 10 quarters since. The position peaked at $24K in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Lowe Wealth Advisors held 66 shares of Schwab US TIPS ETF worth $1.78K as of Q3 2025.
Schwab US TIPS ETF was a new Lowe Wealth Advisors position in Q3 2025.
Schwab US TIPS ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #341 holding.
Lowe Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 10 quarters since.
Lowe Wealth Advisors's Schwab US TIPS ETF position peaked at $24K in Q1 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.