VWA
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Valued Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Valued Wealth Advisors’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
-294
Closed -$7.91K – 646
2025
Q1 		$7.91K Buy
+294
New +$7.73K ﹤0.01% 258

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Valued Wealth Advisors's SCHP Position: Q2 2025 in Review

Valued Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 294 shares — an estimated $7.91K sold.

Valued Wealth Advisors first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $7.91K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Valued Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 294 Schwab US TIPS ETF shares in Q2 2025, an estimated $7.91K.
  • Valued Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Valued Wealth Advisors's Schwab US TIPS ETF position peaked at $7.91K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.