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Steigerwald Gordon & Koch’s Schwab US TIPS ETF SCHP Stock Holding History

Steigerwald Gordon & Koch’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
-226
Closed -$6.09K – 935
2025
Q3 		$6.09K Buy
+226
New +$6.05K ﹤0.01% 590

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
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

Steigerwald Gordon & Koch's SCHP Position: Q4 2025 in Review

Steigerwald Gordon & Koch sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 226 shares — an estimated $6.09K sold.

Steigerwald Gordon & Koch first reported a position in SCHP in Q3 2025 and held it in 1 quarter. The position peaked at $6.09K in Q3 2025. 716 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Steigerwald Gordon & Koch reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 226 Schwab US TIPS ETF shares in Q4 2025, an estimated $6.09K.
  • Steigerwald Gordon & Koch first reported a position in Schwab US TIPS ETF in Q3 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Schwab US TIPS ETF position peaked at $6.09K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2025, filed 23 Jan 2026.