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S.A. Mason’s Schwab US TIPS ETF SCHP Stock Holding History

S.A. Mason’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
-1,520
Closed -$40.6K – 342
2025
Q2 		$40.6K Hold
1,520
– – 0.02% 300
2025
Q1 		$40.9K Hold
1,520
– – 0.02% 286
2024
Q4 		$39.3K Hold
1,520
– – 0.02% 283
2024
Q3 		$40.8K Hold
1,520
– – 0.02% 276
2024
Q2 		$39.5K Sell
1,520
-120
-7% -$3.1K 0.02% 265
2024
Q1 		$42.8K Sell
1,640
-100
-6% -$2.59K 0.03% 255
2023
Q4 		$45.4K Hold
1,740
– – 0.03% 245
2023
Q3 		$43.9K Hold
1,740
– – 0.03% 250
2023
Q2 		$46.6K Hold
1,740
– – 0.03% 253
2023
Q1 		$46.6K Hold
1,740
– – 0.03% 253
2022
Q4 		$45.1K Hold
1,740
– – 0.03% 251
2022
Q3 		$45K Buy
1,740
+50
+3% +$1.39K 0.04% 256
2022
Q2 		$47K Hold
1,690
– – 0.03% 255
2022
Q1 		$51K Buy
1,690
+50
+3% +$1.53K 0.03% 262
2021
Q4 		$52K Buy
+1,640
New +$51.6K 0.03% 259

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
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

S.A. Mason's SCHP Position: Q3 2025 in Review

S.A. Mason sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 1,520 shares — an estimated $40.6K sold.

S.A. Mason first reported a position in SCHP in Q4 2021 and held it in 15 quarters. The position peaked at $52K in Q4 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • S.A. Mason reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 1,520 Schwab US TIPS ETF shares in Q3 2025, an estimated $40.6K.
  • S.A. Mason first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 15 quarters.
  • S.A. Mason's Schwab US TIPS ETF position peaked at $52K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.