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Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History

Wealth Group’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
-14,343
Closed -$386K – 139
2025
Q1 		$386K Buy
14,343
+588
+4% +$15.5K 0.25% 84
2024
Q4 		$355K Sell
13,755
-509
-4% -$13.4K 0.23% 97
2024
Q3 		$382K Buy
14,264
+960
+7% +$25.4K 0.26% 94
2024
Q2 		$346K Buy
13,304
+2,804
+27% +$72.5K 0.25% 102
2024
Q1 		$274K Buy
+10,500
New +$272K 0.21% 119

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

Wealth Group's SCHP Position: Q2 2025 in Review

Wealth Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 14,343 shares — an estimated $386K sold.

Wealth Group first reported a position in SCHP in Q1 2024 and held it in 5 quarters. The position peaked at $386K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Wealth Group reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 14,343 Schwab US TIPS ETF shares in Q2 2025, an estimated $386K.
  • Wealth Group first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Schwab US TIPS ETF position peaked at $386K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.