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MPWM Advisory Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

MPWM Advisory Solutions’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
-26
Closed -$699 – 714
2025
Q1 		$699 Hold
26
– – ﹤0.01% 577
2024
Q4 		$672 Buy
+26
New +$683 ﹤0.01% 612

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MERSOM
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JP Morgan Chase
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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

MPWM Advisory Solutions's SCHP Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 26 shares — an estimated $699 sold.

MPWM Advisory Solutions first reported a position in SCHP in Q4 2024 and held it in 2 quarters. The position peaked at $699 in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 26 Schwab US TIPS ETF shares in Q2 2025, an estimated $699.
  • MPWM Advisory Solutions first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Schwab US TIPS ETF position peaked at $699 in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.