Money Concepts Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Money Concepts Capital’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	-10,940	Closed	-$294K	–	452
2025 Q1	$294K	Buy	+10,940	New	+$288K	0.02%	358
2023 Q1	–	Sell	-980	Closed	-$25.4K	–	2462
2022 Q4	$25.4K	Buy	980 +878	+861%	+$23K	﹤0.01%	1556
2022 Q3	$3K	Hold	102	–	–	﹤0.01%	1334
2022 Q2	$3K	Sell	102 -5,238	-98%	-$152K	﹤0.01%	1282
2022 Q1	$162K	Buy	5,340 +4,958	+1,298%	+$152K	0.01%	817
2021 Q4	$12K	Buy	+382	New	+$12K	﹤0.01%	671
2021 Q1	$1.03M	Sell	33,762 -1,210	-3%	-$37.3K	0.08%	211
2020 Q4	$1.09M	Buy	+34,972	New	+$1.07M	0.1%	174

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

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

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

QCM

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

LNC

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Money Concepts Capital's SCHP Position: Q2 2025 in Review

Money Concepts Capital sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 10,940 shares — an estimated $294K sold.

Money Concepts Capital first reported a position in SCHP in Q4 2020 and held it in 8 quarters. The position peaked at $1.09M in Q4 2020. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

Money Concepts Capital reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
Money Concepts Capital sold 10,940 Schwab US TIPS ETF shares in Q2 2025, an estimated $294K.
Money Concepts Capital first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's Schwab US TIPS ETF position peaked at $1.09M in Q4 2020.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Money Concepts Capital's 13F filing for Q2 2025, filed 14 Aug 2025.