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Mowery & Schoenfeld Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-1,511
Closed -$40.6K – 453
2025
Q1 		$40.6K Buy
+1,511
New +$39.7K 0.08% 147

Other funds holding SCHP

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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

Mowery & Schoenfeld Wealth Management's SCHP Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 1,511 shares — an estimated $40.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $40.6K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,511 Schwab US TIPS ETF shares in Q2 2025, an estimated $40.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Schwab US TIPS ETF position peaked at $40.6K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.