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Platt Investment Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

Platt Investment Counsel’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
-248,356
Closed -$6.69M – 13
2025
Q3 		$6.69M Buy
+248,356
New +$6.65M 5.27% 7

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Platt Investment Counsel's SCHP Position: Q4 2025 in Review

Platt Investment Counsel sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 248,356 shares — an estimated $6.69M sold.

Platt Investment Counsel first reported a position in SCHP in Q3 2025 and held it in 1 quarter. The position peaked at $6.69M in Q3 2025. 713 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Platt Investment Counsel reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Platt Investment Counsel sold 248,356 Schwab US TIPS ETF shares in Q4 2025, an estimated $6.69M.
  • Platt Investment Counsel first reported a position in Schwab US TIPS ETF in Q3 2025 and held it in 1 quarter.
  • Platt Investment Counsel's Schwab US TIPS ETF position peaked at $6.69M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Platt Investment Counsel's 13F filing for Q4 2025, filed 7 Jan 2026.