SYM Financial Corp’s Schwab US TIPS ETF SCHP Stock Holding History

SYM Financial Corp’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	-435	Closed	-$11.6K	–	460
2025 Q2	$11.6K	Buy	435 +404	+1,303%	+$10.7K	﹤0.01%	399
2025 Q1	$834	Buy	+31	New	+$815	﹤0.01%	347
2023 Q4	–	Sell	-220	Closed	-$5.55K	–	195
2023 Q3	$5.55K	Buy	220 +180	+450%	+$4.64K	﹤0.01%	167
2023 Q2	$1.05K	Buy	+40	New	+$1.06K	﹤0.01%	116
2023 Q1	–	Sell	-1,022	Closed	-$26.5K	–	118
2022 Q4	$26.5K	Buy	+1,022	New	+$26.7K	0.01%	96

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

SYM Financial Corp's SCHP Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 435 shares — an estimated $11.6K sold.

SYM Financial Corp first reported a position in SCHP in Q4 2022 and held it in 5 quarters. The position peaked at $26.5K in Q4 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

SYM Financial Corp reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 435 Schwab US TIPS ETF shares in Q3 2025, an estimated $11.6K.
SYM Financial Corp first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 5 quarters.
SYM Financial Corp's Schwab US TIPS ETF position peaked at $26.5K in Q4 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.