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

Pinnacle Wealth Management Group’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 		– Sell
-7,700
Closed -$208K – 136
2025
Q3 		$208K Hold
7,700
– – 0.11% 124
2025
Q2 		$205K Hold
7,700
– – 0.12% 114
2025
Q1 		$207K Sell
7,700
-1,100
-13% -$28.9K 0.14% 99
2024
Q4 		$227K Hold
8,800
– – 0.14% 105
2024
Q3 		$236K Sell
8,800
-3,200
-27% -$84.5K 0.15% 104
2024
Q2 		$312K Hold
12,000
– – 0.21% 79
2024
Q1 		$313K Hold
12,000
– – 0.23% 78
2023
Q4 		$313K Hold
12,000
– – 0.26% 74
2023
Q3 		$303K Hold
12,000
– – 0.28% 71
2023
Q2 		$315K Sell
12,000
-330
-3% -$8.75K 0.27% 72
2023
Q1 		$331K Sell
12,330
-14,278
-54% -$376K 0.29% 72
2022
Q4 		$689K Sell
26,608
-800
-3% -$20.9K 0.61% 39
2022
Q3 		$710K Sell
27,408
-11,984
-30% -$333K 0.63% 37
2022
Q2 		$1.1M Sell
39,392
-2,512
-6% -$72.9K 0.92% 30
2022
Q1 		$1.27M Sell
41,904
-158,888
-79% -$4.87M 0.96% 30
2021
Q4 		$6.31M Buy
200,792
+360
+0.2% +$11.3K 4.68% 4
2021
Q3 		$6.27M Buy
200,432
+20,406
+11% +$644K 4.72% 2
2021
Q2 		$5.63M Buy
+180,026
New +$5.58M 4.1% 3

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
Bank of America
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pinnacle Wealth Management Group's SCHP Position: Q4 2025 in Review

Pinnacle Wealth Management Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 7,700 shares — an estimated $208K sold.

Pinnacle Wealth Management Group first reported a position in SCHP in Q2 2021 and held it in 18 quarters. The position peaked at $6.31M in Q4 2021. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Pinnacle Wealth Management Group reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 7,700 Schwab US TIPS ETF shares in Q4 2025, an estimated $208K.
  • Pinnacle Wealth Management Group first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 18 quarters.
  • Pinnacle Wealth Management Group's Schwab US TIPS ETF position peaked at $6.31M in Q4 2021.
  • 712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.