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

Mattern 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 Q3	–	Sell	-12,000	Closed	-$320K	–	164
2025 Q2	$320K	Hold	12,000	–	–	0.07%	119
2025 Q1	$323K	Sell	12,000 -5,428	-31%	-$143K	0.07%	128
2024 Q4	$450K	Hold	17,428	–	–	0.1%	108
2024 Q3	$467K	Hold	17,428	–	–	0.1%	107
2024 Q2	$453K	Buy	17,428 +20	+0.1%	+$517	0.11%	107
2024 Q1	$454K	Sell	17,408 -12,200	-41%	-$316K	0.11%	113
2023 Q4	$773K	Sell	29,608 -3,992	-12%	-$102K	0.2%	93
2023 Q3	$848K	Sell	33,600 -324	-1%	-$8.35K	0.25%	89
2023 Q2	$889K	Hold	33,924	–	–	0.26%	84
2023 Q1	$909K	Hold	33,924	–	–	0.3%	87
2022 Q4	$878K	Buy	33,924 +124	+0.4%	+$3.24K	0.36%	77
2022 Q3	$875K	Hold	33,800	–	–	0.35%	75
2022 Q2	$943K	Hold	33,800	–	–	0.37%	70
2022 Q1	$1.03M	Buy	33,800 +2,000	+6%	+$61.3K	0.34%	70
2021 Q4	$1M	Buy	+31,800	New	+$1M	0.29%	79

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

Mattern Wealth Management's SCHP Position: Q3 2025 in Review

Mattern Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 12,000 shares — an estimated $320K sold.

Mattern Wealth Management first reported a position in SCHP in Q4 2021 and held it in 15 quarters. The position peaked at $1.03M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Mattern Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Mattern Wealth Management sold 12,000 Schwab US TIPS ETF shares in Q3 2025, an estimated $320K.
Mattern Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 15 quarters.
Mattern Wealth Management's Schwab US TIPS ETF position peaked at $1.03M in Q1 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Mattern Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.