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NorthRock Partners’s Schwab US TIPS ETF SCHP Stock Holding History

NorthRock Partners’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
-690
Closed -$18.6K – 879
2025
Q1 		$18.6K Buy
690
+129
+23% +$3.39K ﹤0.01% 746
2024
Q4 		$14.5K Sell
561
-2,381
-81% -$62.6K ﹤0.01% 716
2024
Q3 		$42.3K Sell
2,942
-1,746
-37% -$46.1K ﹤0.01% 706
2024
Q2 		$85.3K Sell
4,688
-4,850
-51% -$125K ﹤0.01% 632
2024
Q1 		$213K Sell
9,538
-516
-5% -$13.4K 0.01% 570
2023
Q4 		$226K Buy
+10,054
New +$256K 0.01% 516

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

NorthRock Partners's SCHP Position: Q2 2025 in Review

NorthRock Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 690 shares — an estimated $18.6K sold.

NorthRock Partners first reported a position in SCHP in Q4 2023 and held it in 6 quarters. The position peaked at $226K in Q4 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • NorthRock Partners reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 690 Schwab US TIPS ETF shares in Q2 2025, an estimated $18.6K.
  • NorthRock Partners first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's Schwab US TIPS ETF position peaked at $226K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.