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Rossmore Private Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Rossmore Private Capital’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
-86
Closed -$2.32K – 358
2025
Q3 		$2.32K Buy
+86
New +$2.3K ﹤0.01% 327

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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
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 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

Rossmore Private Capital's SCHP Position: Q4 2025 in Review

Rossmore Private Capital sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 86 shares — an estimated $2.32K sold.

Rossmore Private Capital first reported a position in SCHP in Q3 2025 and held it in 1 quarter. The position peaked at $2.32K in Q3 2025. 716 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Rossmore Private Capital reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Rossmore Private Capital sold 86 Schwab US TIPS ETF shares in Q4 2025, an estimated $2.32K.
  • Rossmore Private Capital first reported a position in Schwab US TIPS ETF in Q3 2025 and held it in 1 quarter.
  • Rossmore Private Capital's Schwab US TIPS ETF position peaked at $2.32K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Rossmore Private Capital's 13F filing for Q4 2025, filed 5 Feb 2026.