RFP Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

RFP Financial 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 Q3	–	Sell	-66,444	Closed	-$1.77M	–	108
2025 Q2	$1.77M	Buy	+66,444	New	+$1.76M	0.73%	27
2024 Q1	–	Sell	-60	Closed	-$1.57K	–	936
2023 Q4	$1.57K	Buy	+60	New	+$1.53K	﹤0.01%	720
2023 Q2	–	Sell	-20,094	Closed	-$539K	–	965
2023 Q1	$539K	Sell	20,094 -2	-0%	-$53	0.62%	24
2022 Q4	$520K	Buy	+20,096	New	+$526K	0.23%	54

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

RFP Financial Group's SCHP Position: Q3 2025 in Review

RFP Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 66,444 shares — an estimated $1.77M sold.

RFP Financial Group first reported a position in SCHP in Q4 2022 and held it in 4 quarters. The position peaked at $1.77M in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

RFP Financial Group reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
RFP Financial Group sold 66,444 Schwab US TIPS ETF shares in Q3 2025, an estimated $1.77M.
RFP Financial Group first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 4 quarters.
RFP Financial Group's Schwab US TIPS ETF position peaked at $1.77M in Q2 2025.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on RFP Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.