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

McNaughton 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 Q1	–	Sell	-121,905	Closed	-$3.15M	–	77
2024 Q4	$3.15M	Buy	121,905 +2,203	+2%	+$57.9K	1.52%	20
2024 Q3	$3.21M	Buy	119,702 +2,074	+2%	+$54.8K	1.56%	20
2024 Q2	$3.06M	Buy	117,628 +8,974	+8%	+$232K	1.62%	18
2024 Q1	$2.83M	Buy	108,654 +5,980	+6%	+$155K	1.57%	20
2023 Q4	$2.68M	Buy	102,674 +5,134	+5%	+$131K	1.59%	21
2023 Q3	$2.46M	Buy	97,540 +53,908	+124%	+$1.39M	1.64%	19
2023 Q2	$1.14M	Buy	+43,632	New	+$1.16M	0.73%	34

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

LNC

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

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

McNaughton Wealth Management's SCHP Position: Q1 2025 in Review

McNaughton Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 121,905 shares — an estimated $3.15M sold.

McNaughton Wealth Management first reported a position in SCHP in Q2 2023 and held it in 7 quarters. The position peaked at $3.21M in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

McNaughton Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
McNaughton Wealth Management sold 121,905 Schwab US TIPS ETF shares in Q1 2025, an estimated $3.15M.
McNaughton Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 7 quarters.
McNaughton Wealth Management's Schwab US TIPS ETF position peaked at $3.21M in Q3 2024.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on McNaughton Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.