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Napa Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Napa 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
-97,105
Closed -$2.61M – 172
2025
Q1 		$2.61M Buy
+97,105
New +$2.55M 1.47% 18

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SEI Investments
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VOYA Investment Management
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QCM
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LNC
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Napa Wealth Management's SCHP Position: Q2 2025 in Review

Napa Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 97,105 shares — an estimated $2.61M sold.

Napa Wealth Management first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $2.61M in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Napa Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 97,105 Schwab US TIPS ETF shares in Q2 2025, an estimated $2.61M.
  • Napa Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's Schwab US TIPS ETF position peaked at $2.61M in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.