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

Walker 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 Q3	–	Sell	-10,524	Closed	-$281K	–	150
2025 Q2	$281K	Sell	10,524 -500	-5%	-$13.2K	0.16%	107
2025 Q1	$296K	Hold	11,024	–	–	0.18%	101
2024 Q4	$285K	Sell	11,024 -8,200	-43%	-$216K	0.18%	102
2024 Q3	$515K	Sell	19,224 -3,300	-15%	-$87.2K	0.32%	48
2024 Q2	$586K	Sell	22,524 -2,400	-10%	-$62K	0.39%	43
2024 Q1	$650K	Hold	24,924	–	–	0.43%	41
2023 Q4	$651K	Hold	24,924	–	–	0.47%	39
2023 Q3	$629K	Hold	24,924	–	–	0.56%	36
2023 Q2	$653K	Sell	24,924 -770	-3%	-$20.4K	0.54%	37
2023 Q1	$689K	Hold	25,694	–	–	0.6%	35
2022 Q4	$665K	Sell	25,694 -480	-2%	-$12.6K	0.58%	33
2022 Q3	$678K	Hold	26,174	–	–	0.61%	32
2022 Q2	$730K	Sell	26,174 -3,544	-12%	-$103K	0.66%	32
2022 Q1	$902K	Sell	29,718 -800	-3%	-$24.5K	0.72%	28
2021 Q4	$960K	Buy	+30,518	New	+$961K	0.84%	23

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

Walker Asset Management's SCHP Position: Q3 2025 in Review

Walker Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 10,524 shares — an estimated $281K sold.

Walker Asset Management first reported a position in SCHP in Q4 2021 and held it in 15 quarters. The position peaked at $960K in Q4 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Walker Asset Management reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Walker Asset Management sold 10,524 Schwab US TIPS ETF shares in Q3 2025, an estimated $281K.
Walker Asset Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 15 quarters.
Walker Asset Management's Schwab US TIPS ETF position peaked at $960K in Q4 2021.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Walker Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.