Truvestments Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Truvestments Capital’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	-212	Closed	-$5.7K	–	1075
2025 Q1	$5.7K	Sell	212 -58	-21%	-$1.52K	﹤0.01%	742
2024 Q4	$6.97K	Buy	270 +212	+366%	+$5.57K	﹤0.01%	657
2024 Q3	$1.55K	Buy	+58	New	+$1.53K	﹤0.01%	822
2022 Q4	–	Sell	-46	Closed	-$1K	–	956
2022 Q3	$1K	Hold	46	–	–	﹤0.01%	601
2022 Q2	$1K	Buy	+46	New	+$1.33K	﹤0.01%	619
2021 Q3	–	Sell	-2,668	Closed	-$83K	–	649
2021 Q2	$83K	Buy	2,668 +22	+0.8%	+$682	0.05%	212
2021 Q1	$81K	Hold	2,646	–	–	0.05%	234
2020 Q4	$82K	Buy	+2,646	New	+$81.3K	0.06%	204
2020 Q3	–	Sell	-2,616	Closed	-$78K	–	509
2020 Q2	$78K	Buy	2,616 +2	+0.1%	+$59	0.08%	172
2020 Q1	$75K	Buy	+2,614	New	+$74.8K	0.1%	145
2019 Q4	–	Sell	-266	Closed	-$8K	–	497
2019 Q3	$8K	Hold	266	–	–	0.01%	519
2019 Q2	$7K	Hold	266	–	–	﹤0.01%	577
2019 Q1	$7K	Buy	+266	New	+$7.18K	0.01%	567

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

Truvestments Capital's SCHP Position: Q2 2025 in Review

Truvestments Capital sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 212 shares — an estimated $5.7K sold.

Truvestments Capital first reported a position in SCHP in Q1 2019 and held it in 13 quarters. The position peaked at $83K in Q2 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

Truvestments Capital reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 212 Schwab US TIPS ETF shares in Q2 2025, an estimated $5.7K.
Truvestments Capital first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 13 quarters.
Truvestments Capital's Schwab US TIPS ETF position peaked at $83K in Q2 2021.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.