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

Mission 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
Q4 		– Sell
-11,047
Closed -$298K – 758
2025
Q3 		$298K Buy
+11,047
New +$296K 0.01% 600

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EPM
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EW
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Mission Wealth Management's SCHP Position: Q4 2025 in Review

Mission Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 11,047 shares — an estimated $298K sold.

Mission Wealth Management first reported a position in SCHP in Q3 2025 and held it in 1 quarter. The position peaked at $298K in Q3 2025. 716 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Mission Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Mission Wealth Management sold 11,047 Schwab US TIPS ETF shares in Q4 2025, an estimated $298K.
  • Mission Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2025 and held it in 1 quarter.
  • Mission Wealth Management's Schwab US TIPS ETF position peaked at $298K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.