Townsend Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Townsend Asset 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 Q2	–	Sell	-390	Closed	-$10.5K	–	184
2025 Q1	$10.5K	Sell	390 -20	-5%	-$526	﹤0.01%	152
2024 Q4	$10.6K	Hold	410	–	–	﹤0.01%	165
2024 Q3	$11K	Hold	410	–	–	﹤0.01%	170
2024 Q2	$10.7K	Hold	410	–	–	﹤0.01%	171
2024 Q1	$10.7K	Sell	410 -126	-24%	-$3.27K	﹤0.01%	172
2023 Q4	$14K	Hold	536	–	–	0.01%	162
2023 Q3	$13.5K	Hold	536	–	–	0.01%	158
2023 Q2	$14.1K	Hold	536	–	–	0.01%	166
2023 Q1	$14.4K	Buy	536 +20	+4%	+$526	0.01%	170
2022 Q4	$13.4K	Hold	516	–	–	0.01%	174
2022 Q3	$13K	Hold	516	–	–	0.01%	169
2022 Q2	$14K	Buy	+516	New	+$15K	0.01%	185
2020 Q1	–	Sell	-18	Closed	-$1K	–	197
2019 Q4	$1K	Buy	+18	New	+$510	﹤0.01%	196

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

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

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Townsend Asset Management's SCHP Position: Q2 2025 in Review

Townsend Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 390 shares — an estimated $10.5K sold.

Townsend Asset Management first reported a position in SCHP in Q4 2019 and held it in 13 quarters. The position peaked at $14.4K in Q1 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

Townsend Asset Management reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
Townsend Asset Management sold 390 Schwab US TIPS ETF shares in Q2 2025, an estimated $10.5K.
Townsend Asset Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 13 quarters.
Townsend Asset Management's Schwab US TIPS ETF position peaked at $14.4K in Q1 2023.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Townsend Asset Management's 13F filing for Q2 2025, filed 16 Jul 2025.