Northwest Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Northwest Capital 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 Q3	–	Sell	-26	Closed	-$702	–	317
2025 Q2	$702	Hold	26	–	–	﹤0.01%	329
2025 Q1	$708	Hold	26	–	–	﹤0.01%	423
2024 Q4	$680	Sell	26 -978	-97%	-$25.7K	﹤0.01%	419
2024 Q3	$26.9K	Hold	1,004	–	–	0.01%	236
2024 Q2	$26.1K	Hold	1,004	–	–	0.01%	232
2024 Q1	$26.2K	Hold	1,004	–	–	0.01%	284
2023 Q4	$26.2K	Hold	1,004	–	–	0.01%	278
2023 Q3	$25.4K	Sell	1,004 -382	-28%	-$9.85K	0.01%	260
2023 Q2	$36.4K	Buy	+1,386	New	+$36.7K	0.02%	237
2019 Q1	–	Sell	-25,698	Closed	-$684K	–	75
2018 Q4	$684K	Sell	25,698 -14,342	-36%	-$382K	0.96%	22
2018 Q3	$1.08M	Buy	40,040 +10	+0%	+$272	1.15%	20
2018 Q2	$1.1M	Sell	40,030 -12,272	-23%	-$335K	1.37%	20
2018 Q1	$1.44M	Sell	52,302 -36,386	-41%	-$995K	1.54%	19
2017 Q4	$2.46M	Buy	+88,688	New	+$2.45M	2.7%	14

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Northwest Capital Management's SCHP Position: Q3 2025 in Review

Northwest Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 26 shares — an estimated $702 sold.

Northwest Capital Management first reported a position in SCHP in Q4 2017 and held it in 14 quarters. The position peaked at $2.46M in Q4 2017. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Northwest Capital Management reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 26 Schwab US TIPS ETF shares in Q3 2025, an estimated $702.
Northwest Capital Management first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 14 quarters.
Northwest Capital Management's Schwab US TIPS ETF position peaked at $2.46M in Q4 2017.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.