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Stark Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Stark Wealth 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
Q1 		– Sell
-25,360
Closed -$655K – 65
2024
Q4 		$655K Buy
+25,360
New +$667K 0.48% 37

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MERSOM
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QCM
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SEI Investments
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
LNC
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JRP
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Stark Wealth Management's SCHP Position: Q1 2025 in Review

Stark Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 25,360 shares — an estimated $655K sold.

Stark Wealth Management first reported a position in SCHP in Q4 2024 and held it in 1 quarter. The position peaked at $655K in Q4 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Stark Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Stark Wealth Management sold 25,360 Schwab US TIPS ETF shares in Q1 2025, an estimated $655K.
  • Stark Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 1 quarter.
  • Stark Wealth Management's Schwab US TIPS ETF position peaked at $655K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Stark Wealth Management's 13F filing for Q1 2025, filed 7 Jul 2026.