QAM
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Q3 Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Q3 Asset Management’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
-104,880
Closed -$2.82M – 76
2025
Q1 		$2.82M Buy
+104,880
New +$2.76M 1.93% 16
2022
Q2 		– Sell
-88,118
Closed -$2.67M – 54
2022
Q1 		$2.67M Buy
88,118
+12,812
+17% +$393K 1.23% 18
2021
Q4 		$2.37M Buy
75,306
+3,080
+4% +$97K 1.01% 17
2021
Q3 		$2.26M Buy
+72,226
New +$2.28M 1.09% 18
2021
Q2 		– Sell
-100,570
Closed -$3.08M – 56
2021
Q1 		$3.08M Buy
+100,570
New +$3.1M 1.64% 15
2020
Q4 		– Sell
-75,542
Closed -$2.33M – 44
2020
Q3 		$2.33M Sell
75,542
-12,178
-14% -$373K 1.89% 14
2020
Q2 		$2.63M Buy
+87,720
New +$2.6M 2.52% 10
2018
Q3 		– Sell
-111,550
Closed -$3.06M – 35
2018
Q2 		$3.06M Buy
+111,550
New +$3.04M 3.36% 16

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MERSOM
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JP Morgan Chase
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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