WCWM
SCHP icon

Wooster Corthell Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Wooster Corthell 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 		$9.05M Sell
339,148
-446,327
-57% -$11.8M 1.68% 14
2025
Q1 		$21.1M Sell
785,475
-24,776
-3% -$651K 4.32% 7
2024
Q4 		$20.9M Buy
810,251
+45,889
+6% +$1.21M 4.56% 7
2024
Q3 		$20.5M Sell
764,362
-3,616
-0.5% -$95.5K 4.37% 7
2024
Q2 		$20M Buy
767,978
+12,100
+2% +$313K 4.52% 7
2024
Q1 		$19.7M Buy
755,878
+20,232
+3% +$525K 4.51% 7
2023
Q4 		$19.2M Sell
735,646
-78,522
-10% -$2M 4.62% 7
2023
Q3 		$20.6M Buy
814,168
+35,572
+5% +$917K 5.43% 6
2023
Q2 		$20.4M Buy
778,596
+482
+0.1% +$12.8K 5.21% 6
2023
Q1 		$20.9M Buy
778,114
+2,708
+0.3% +$71.3K 5.57% 6
2022
Q4 		$20.1M Sell
775,406
-20,634
-3% -$540K 5.69% 6
2022
Q3 		$20.6M Buy
796,040
+6,764
+0.9% +$188K 6.19% 6
2022
Q2 		$22M Sell
789,276
-167,292
-17% -$4.85M 6.27% 6
2022
Q1 		$29M Buy
956,568
+24,816
+3% +$761K 7.19% 6
2021
Q4 		$29.3M Buy
931,752
+38,900
+4% +$1.22M 6.94% 6
2021
Q3 		$27.9M Buy
892,852
+15,360
+2% +$485K 7% 6
2021
Q2 		$27.4M Buy
877,492
+63,828
+8% +$1.98M 6.89% 6
2021
Q1 		$24.9M Buy
813,664
+51,572
+7% +$1.59M 6.76% 6
2020
Q4 		$23.7M Buy
762,092
+52,802
+7% +$1.62M 6.74% 6
2020
Q3 		$21.9M Buy
709,290
+46,712
+7% +$1.43M 7.03% 6
2020
Q2 		$19.9M Buy
662,578
+10,164
+2% +$301K 6.84% 6
2020
Q1 		$18.8M Buy
+652,414
New +$18.7M 7.56% 4
2019
Q1 		– Sell
-514,910
Closed -$13.7M – 39
2018
Q4 		$13.7M Sell
514,910
-10,758
-2% -$286K 7.67% 5
2018
Q3 		$14.2M Sell
525,668
-51,742
-9% -$1.41M 6.98% 5
2018
Q2 		$15.9M Buy
577,410
+1,730
+0.3% +$47.2K 8.34% 5
2018
Q1 		$15.8M Buy
+575,680
New +$15.7M 8.43% 5

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

Wooster Corthell Wealth Management's SCHP Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 57% in Q2 2025, selling an estimated $11.8M and leaving 339,148 shares worth $9.05M. The position accounts for 1.68% of the portfolio, ranked #14.

Wooster Corthell Wealth Management first reported a position in SCHP in Q1 2018 and has held it in 26 quarters since. The position peaked at $29.3M in Q4 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Wooster Corthell Wealth Management held 339,148 shares of Schwab US TIPS ETF worth $9.05M as of Q2 2025.
  • Wooster Corthell Wealth Management sold 446,327 Schwab US TIPS ETF shares in Q2 2025, an estimated $11.8M.
  • Schwab US TIPS ETF made up 1.68% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #14 holding.
  • Wooster Corthell Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2018 and has held it in 26 quarters since.
  • Wooster Corthell Wealth Management's Schwab US TIPS ETF position peaked at $29.3M in Q4 2021.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.