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

ORG 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 Q4	$506K	Sell	19,088 -2	-0%	-$54	0.09%	197
2025 Q3	$515K	Buy	19,090 +377	+2%	+$10.1K	0.09%	192
2025 Q2	$500K	Buy	18,713 +2,211	+13%	+$58.5K	0.11%	170
2025 Q1	$442K	Buy	16,502 +173	+1%	+$4.55K	0.11%	157
2024 Q4	$422K	Buy	16,329 +329	+2%	+$8.65K	0.06%	206
2024 Q3	$429K	Buy	16,000 +988	+7%	+$26.1K	0.07%	185
2024 Q2	$387K	Buy	+15,012	New	+$388K	0.05%	285
2024 Q1	–	Sell	-5,976	Closed	-$156K	–	983
2023 Q4	$156K	Sell	5,976 -582	-9%	-$14.8K	0.03%	332
2023 Q3	$166K	Sell	6,558 -10,058	-61%	-$259K	0.05%	312
2023 Q2	$434K	Buy	+16,616	New	+$441K	0.07%	239

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QCM

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ORG Partners's SCHP Position: Q4 2025 in Review

ORG Partners reduced its Schwab US TIPS ETF (SCHP) stake by 0.01% in Q4 2025, selling an estimated $54 and leaving 19,088 shares worth $506K. The position accounts for 0.09% of the portfolio, ranked #197.

ORG Partners first reported a position in SCHP in Q2 2023 and has held it in 10 quarters since. The position peaked at $515K in Q3 2025. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

ORG Partners held 19,088 shares of Schwab US TIPS ETF worth $506K as of Q4 2025.
ORG Partners sold 2 Schwab US TIPS ETF shares in Q4 2025, an estimated $54.
Schwab US TIPS ETF made up 0.09% of ORG Partners's portfolio in Q4 2025, its #197 holding.
ORG Partners first reported a position in Schwab US TIPS ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Schwab US TIPS ETF position peaked at $515K in Q3 2025.
712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.