SWP
SCHP icon

SIMA Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

SIMA Wealth Partners’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
Q1 		– Sell
-383
Closed -$9.89K – 188
2024
Q4 		$9.89K Buy
+383
New +$10.1K 0.01% 145

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

SIMA Wealth Partners's SCHP Position: Q1 2025 in Review

SIMA Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 383 shares — an estimated $9.89K sold.

SIMA Wealth Partners first reported a position in SCHP in Q4 2024 and held it in 1 quarter. The position peaked at $9.89K in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • SIMA Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 383 Schwab US TIPS ETF shares in Q1 2025, an estimated $9.89K.
  • SIMA Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's Schwab US TIPS ETF position peaked at $9.89K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on SIMA Wealth Partners's 13F filing for Q1 2025, filed 15 Jun 2026.