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Prevail Innovative Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Prevail Innovative Wealth 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
-30,054
Closed -$808K – 221
2025
Q1 		$808K Buy
30,054
+10,511
+54% +$276K 0.22% 117
2024
Q4 		$505K Buy
19,543
+6,131
+46% +$161K 0.15% 124
2024
Q3 		$360K Buy
+13,412
New +$354K 0.11% 131

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

Prevail Innovative Wealth Advisors's SCHP Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 30,054 shares — an estimated $808K sold.

Prevail Innovative Wealth Advisors first reported a position in SCHP in Q3 2024 and held it in 3 quarters. The position peaked at $808K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 30,054 Schwab US TIPS ETF shares in Q2 2025, an estimated $808K.
  • Prevail Innovative Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Schwab US TIPS ETF position peaked at $808K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.