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MJT & Associates Financial Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

MJT & Associates Financial Advisory’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
Q2 		– Sell
-6,748
Closed -$181K – 494
2025
Q1 		$181K Buy
+6,748
New +$177K 0.17% 49

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MJT & Associates Financial Advisory's SCHP Position: Q2 2025 in Review

MJT & Associates Financial Advisory sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 6,748 shares — an estimated $181K sold.

MJT & Associates Financial Advisory first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $181K in Q1 2025. 664 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • MJT & Associates Financial Advisory reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 6,748 Schwab US TIPS ETF shares in Q2 2025, an estimated $181K.
  • MJT & Associates Financial Advisory first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's Schwab US TIPS ETF position peaked at $181K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2025, filed 16 Jul 2025.