MWA
SCHP icon

Moser Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Moser Wealth Advisors’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 		$3.34M Buy
125,123
+5,115
+4% +$135K 1.6% 17
2025
Q1 		$3.23M Buy
120,008
+6,426
+6% +$169K 1.69% 15
2024
Q4 		$2.93M Sell
113,582
-2,570
-2% -$67.5K 1.53% 15
2024
Q3 		$3.11M Sell
116,152
-800
-0.7% -$21.1K 1.62% 15
2024
Q2 		$3.04M Sell
116,952
-8,364
-7% -$216K 1.65% 14
2024
Q1 		$3.27M Sell
125,316
-7,520
-6% -$195K 1.82% 13
2023
Q4 		$3.47M Sell
132,836
-21,800
-14% -$555K 2.21% 12
2023
Q3 		$3.9M Sell
154,636
-1,600
-1% -$41.2K 2.74% 10
2023
Q2 		$4.1M Buy
+156,236
New +$4.14M 2.76% 10
2022
Q4 		$4.18M Sell
161,480
-1,320
-0.8% -$34.5K 3.15% 10
2022
Q3 		$4.22M Buy
162,800
+4,270
+3% +$119K 3.3% 9
2022
Q2 		$4.42M Sell
158,530
-7,550
-5% -$219K 3.29% 9
2022
Q1 		$5.04M Buy
166,080
+8,100
+5% +$248K 3.15% 9
2021
Q4 		$4.97M Buy
157,980
+11,600
+8% +$365K 3% 10
2021
Q3 		$4.58M Buy
146,380
+12,240
+9% +$386K 2.93% 9
2021
Q2 		$4.19M Buy
134,140
+18,110
+16% +$561K 2.7% 10
2021
Q1 		$3.55M Buy
116,030
+15,790
+16% +$486K 2.49% 11
2020
Q4 		$3.11M Buy
100,240
+9,200
+10% +$283K 2.29% 13
2020
Q3 		$2.81M Buy
91,040
+29,748
+49% +$911K 2.23% 13
2020
Q2 		$1.84M Buy
61,292
+13,900
+29% +$412K 1.75% 14
2020
Q1 		$1.36M Buy
47,392
+4,452
+10% +$127K 1.58% 17
2019
Q4 		$1.22M Buy
+42,940
New +$1.22M 1.17% 20

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
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
VOYA Investment Management
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Moser Wealth Advisors's SCHP Position: Q2 2025 in Review

Moser Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 4.3% in Q2 2025, buying an estimated $135K and bringing the position to 125,123 shares worth $3.34M. The position accounts for 1.6% of the portfolio, ranked #17.

Moser Wealth Advisors first reported a position in SCHP in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.04M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Moser Wealth Advisors held 125,123 shares of Schwab US TIPS ETF worth $3.34M as of Q2 2025.
  • Moser Wealth Advisors bought 5,115 Schwab US TIPS ETF shares in Q2 2025, an estimated $135K.
  • Schwab US TIPS ETF made up 1.6% of Moser Wealth Advisors's portfolio in Q2 2025, its #17 holding.
  • Moser Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Schwab US TIPS ETF position peaked at $5.04M in Q1 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.