Williams Jones Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Williams Jones Wealth 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 Q2	–	Sell	-8,004	Closed	-$215K	–	524
2025 Q1	$215K	Hold	8,004	–	–	﹤0.01%	457
2024 Q4	$207K	Hold	8,004	–	–	﹤0.01%	461
2024 Q3	$215K	Hold	8,004	–	–	﹤0.01%	482
2024 Q2	$208K	Sell	8,004 -52	-0.6%	-$1.34K	﹤0.01%	477
2024 Q1	$210K	Buy	8,056 +100	+1%	+$2.59K	﹤0.01%	492
2023 Q4	$208K	Hold	7,956	–	–	﹤0.01%	493
2023 Q3	$201K	Buy	+7,956	New	+$205K	﹤0.01%	498

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

Williams Jones Wealth Management's SCHP Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 8,004 shares — an estimated $215K sold.

Williams Jones Wealth Management first reported a position in SCHP in Q3 2023 and held it in 7 quarters. The position peaked at $215K in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

Williams Jones Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 8,004 Schwab US TIPS ETF shares in Q2 2025, an estimated $215K.
Williams Jones Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 7 quarters.
Williams Jones Wealth Management's Schwab US TIPS ETF position peaked at $215K in Q1 2025.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.