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Marks Group Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Marks Group Wealth 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
Q2 		– Sell
-49,265
Closed -$1.32M – 312
2025
Q1 		$1.32M Buy
+49,265
New +$1.3M 0.13% 159

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MERSOM
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JP Morgan Chase
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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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Marks Group Wealth Management's SCHP Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 49,265 shares — an estimated $1.32M sold.

Marks Group Wealth Management first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $1.32M in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Marks Group Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 49,265 Schwab US TIPS ETF shares in Q2 2025, an estimated $1.32M.
  • Marks Group Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's Schwab US TIPS ETF position peaked at $1.32M in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.