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Stonebridge Financial Group (Pennsylvania)’s Schwab US TIPS ETF SCHP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-19
Closed -$511 – 811
2025
Q1 		$511 Hold
19
– – ﹤0.01% 856
2024
Q4 		$491 Buy
+19
New +$499 ﹤0.01% 794

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MERSOM
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JP Morgan Chase
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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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AllianceBernstein
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Cerity Partners
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Stonebridge Financial Group (Pennsylvania)'s SCHP Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 19 shares — an estimated $511 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCHP in Q4 2024 and held it in 2 quarters. The position peaked at $511 in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 19 Schwab US TIPS ETF shares in Q2 2025, an estimated $511.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Schwab US TIPS ETF position peaked at $511 in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.