Total Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Total Investment 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 Q3	–	Sell	-46	Closed	-$1.23K	–	703
2025 Q2	$1.23K	Buy	+46	New	+$1.22K	﹤0.01%	625

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

Total Investment Management's SCHP Position: Q3 2025 in Review

Total Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 46 shares — an estimated $1.23K sold.

Total Investment Management first reported a position in SCHP in Q2 2025 and held it in 1 quarter. The position peaked at $1.23K in Q2 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Total Investment Management reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 46 Schwab US TIPS ETF shares in Q3 2025, an estimated $1.23K.
Total Investment Management first reported a position in Schwab US TIPS ETF in Q2 2025 and held it in 1 quarter.
Total Investment Management's Schwab US TIPS ETF position peaked at $1.23K in Q2 2025.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.