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Onyx Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Onyx Financial Advisors’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
-7,731
Closed -$208K – 18
2025
Q1 		$208K Buy
+7,731
New +$203K 0.11% 16
2024
Q4 		– Sell
-7,634
Closed -$205K – 16
2024
Q3 		$205K Buy
+7,634
New +$202K 0.11% 15
2023
Q4 		– Sell
-11,776
Closed -$297K – 15
2023
Q3 		$297K Hold
11,776
– – 0.26% 9
2023
Q2 		$309K Hold
11,776
– – 0.26% 10
2023
Q1 		$316K Hold
11,776
– – 0.29% 8
2022
Q4 		$305K Buy
+11,776
New +$308K 0.3% 8

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

Onyx Financial Advisors's SCHP Position: Q2 2025 in Review

Onyx Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 7,731 shares — an estimated $208K sold.

Onyx Financial Advisors first reported a position in SCHP in Q4 2022 and held it in 6 quarters. The position peaked at $316K in Q1 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Onyx Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Onyx Financial Advisors sold 7,731 Schwab US TIPS ETF shares in Q2 2025, an estimated $208K.
  • Onyx Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 6 quarters.
  • Onyx Financial Advisors's Schwab US TIPS ETF position peaked at $316K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Onyx Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.