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Marshall Financial Group (Pennsylvania)’s Schwab US TIPS ETF SCHP Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$24.9M Buy
923,169
+35,316
+4% +$945K 6.84% 5
2025
Q2 		$23.7M Buy
887,853
+15,486
+2% +$410K 7.09% 4
2025
Q1 		$23.5M Buy
872,367
+23,516
+3% +$618K 7.38% 4
2024
Q4 		$21.9M Sell
848,851
-6,707
-0.8% -$176K 6.7% 4
2024
Q3 		$22.9M Buy
855,558
+56,098
+7% +$1.48M 6.93% 4
2024
Q2 		$20.8M Buy
799,460
+5,618
+0.7% +$145K 6.75% 4
2024
Q1 		$20.7M Buy
793,842
+46,110
+6% +$1.2M 6.83% 4
2023
Q4 		$19.5M Sell
747,732
-6,912
-0.9% -$176K 6.97% 4
2023
Q3 		$19.1M Buy
754,644
+19,932
+3% +$514K 7.76% 4
2023
Q2 		$19.3M Buy
734,712
+11,574
+2% +$307K 7.38% 4
2023
Q1 		$19.4M Buy
723,138
+59,680
+9% +$1.57M 7.88% 4
2022
Q4 		$17.2M Buy
663,458
+8,734
+1% +$228K 7.38% 4
2022
Q3 		$17M Buy
654,724
+25,656
+4% +$713K 8.02% 3
2022
Q2 		$17.6M Buy
629,068
+45,516
+8% +$1.32M 7.97% 4
2022
Q1 		$17.7M Buy
583,552
+8,030
+1% +$246K 7.06% 5
2021
Q4 		$18.1M Buy
575,522
+32,936
+6% +$1.04M 7.01% 4
2021
Q3 		$17M Buy
542,586
+29,878
+6% +$943K 7.15% 4
2021
Q2 		$16M Buy
512,708
+3,988
+0.8% +$124K 6.82% 5
2021
Q1 		$15.6M Buy
508,720
+23,610
+5% +$727K 7.06% 5
2020
Q4 		$15.1M Sell
485,110
-1,086
-0.2% -$33.4K 7.38% 4
2020
Q3 		$15M Sell
486,196
-1,526
-0.3% -$46.7K 8.85% 3
2020
Q2 		$14.6M Sell
487,722
-2,832
-0.6% -$83.9K 9.72% 3
2020
Q1 		$14.1M Sell
490,554
-8,772
-2% -$251K 11.41% 1
2019
Q4 		$14.1M Sell
499,326
-3,908
-0.8% -$111K 9.55% 5
2019
Q3 		$14.3M Sell
503,234
-7,762
-2% -$220K 10.88% 3
2019
Q2 		$14.4M Buy
510,996
+3,212
+0.6% +$88.9K 10.98% 2
2019
Q1 		$14M Buy
507,784
+16,716
+3% +$451K 11.42% 1
2018
Q4 		$13.1M Buy
+491,068
New +$13.1M 12.39% 1

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
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
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHP Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Schwab US TIPS ETF (SCHP) stake by 4% in Q3 2025, buying an estimated $945K and bringing the position to 923,169 shares worth $24.9M. The position accounts for 6.84% of the portfolio, ranked #5.

Marshall Financial Group (Pennsylvania) first reported a position in SCHP in Q4 2018 and has held it in 28 quarters since. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 923,169 shares of Schwab US TIPS ETF worth $24.9M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 35,316 Schwab US TIPS ETF shares in Q3 2025, an estimated $945K.
  • Schwab US TIPS ETF made up 6.84% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #5 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 28 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.