Mid-American Wealth Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Mid-American Wealth Advisory Group’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	-304	Closed	-$8.11K	–	267
2025 Q2	$8.11K	Buy	+304	New	+$8.04K	﹤0.01%	194
2024 Q3	–	Sell	-9,834	Closed	-$256K	–	59
2024 Q2	$256K	Sell	9,834 -3,430	-26%	-$88.7K	0.16%	48
2024 Q1	$346K	Sell	13,264 -5,132	-28%	-$133K	0.23%	33
2023 Q4	$480K	Sell	18,396 -588	-3%	-$15K	0.36%	27
2023 Q3	$476K	Sell	18,984 -223,176	-92%	-$5.75M	0.38%	24
2023 Q2	$6.32M	Buy	+242,160	New	+$6.42M	4.92%	2
2022 Q1	$5.49M	Buy	180,978 +115,320	+176%	+$3.54M	4.3%	6
2021 Q4	$2.06M	Buy	+65,658	New	+$2.07M	1.66%	20

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

Mid-American Wealth Advisory Group's SCHP Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 304 shares — an estimated $8.11K sold.

Mid-American Wealth Advisory Group first reported a position in SCHP in Q4 2021 and held it in 8 quarters. The position peaked at $6.32M in Q2 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 304 Schwab US TIPS ETF shares in Q3 2025, an estimated $8.11K.
Mid-American Wealth Advisory Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 8 quarters.
Mid-American Wealth Advisory Group's Schwab US TIPS ETF position peaked at $6.32M in Q2 2023.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.