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Whipplewood Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Whipplewood 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
Q3 		– Sell
-1,816
Closed -$48.5K – 1002
2025
Q2 		$48.5K Buy
1,816
+1,802
+12,871% +$47.7K 0.03% 319
2025
Q1 		$48.8K Sell
14
-1,803
-99% -$47.4K 0.03% 316
2024
Q4 		$46.9K Buy
+1,817
New +$47.8K 0.03% 320

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
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

Whipplewood Advisors's SCHP Position: Q3 2025 in Review

Whipplewood Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 1,816 shares — an estimated $48.5K sold.

Whipplewood Advisors first reported a position in SCHP in Q4 2024 and held it in 3 quarters. The position peaked at $48.8K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Whipplewood Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 1,816 Schwab US TIPS ETF shares in Q3 2025, an estimated $48.5K.
  • Whipplewood Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Schwab US TIPS ETF position peaked at $48.8K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.