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Mogy Joel R Investment Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

Mogy Joel R Investment Counsel’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
-1,186
Closed -$31.6K – 126
2025
Q2 		$31.6K Buy
+1,186
New +$31.4K ﹤0.01% 116

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
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

Mogy Joel R Investment Counsel's SCHP Position: Q3 2025 in Review

Mogy Joel R Investment Counsel sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 1,186 shares — an estimated $31.6K sold.

Mogy Joel R Investment Counsel first reported a position in SCHP in Q2 2025 and held it in 1 quarter. The position peaked at $31.6K in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Mogy Joel R Investment Counsel reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 1,186 Schwab US TIPS ETF shares in Q3 2025, an estimated $31.6K.
  • Mogy Joel R Investment Counsel first reported a position in Schwab US TIPS ETF in Q2 2025 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's Schwab US TIPS ETF position peaked at $31.6K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2025, filed 16 Oct 2025.