Bakala Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Bakala Capital’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
2026 Q2	$1.04M	Buy	39,247 +1,263	+3%	+$33.7K	4.56%	8
2026 Q1	$1.01M	Hold	37,984	–	–	4.86%	8
2025 Q4	$1.01M	Buy	37,984 +855	+2%	+$22.9K	4.76%	8
2025 Q3	$1M	Buy	37,129 +2,268	+7%	+$60.7K	5.4%	7
2025 Q2	$930K	Sell	34,861 -1,705	-5%	-$45.1K	5.34%	7
2025 Q1	$983K	Buy	36,566 +6,331	+21%	+$166K	5.64%	7
2024 Q4	$781K	Buy	30,235 +249	+0.8%	+$6.54K	4.7%	9
2024 Q3	$804K	Buy	29,986 +860	+3%	+$22.7K	5.35%	7
2024 Q2	$757K	Buy	29,126 +5,220	+22%	+$135K	5.46%	7
2024 Q1	$623K	Buy	23,906 +12,784	+115%	+$332K	5.36%	8
2023 Q4	$290K	Buy	+11,122	New	+$283K	3.98%	9

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Bakala Capital's SCHP Position: Q2 2026 in Review

Bakala Capital increased its Schwab US TIPS ETF (SCHP) stake by 3.3% in Q2 2026, buying an estimated $33.7K and bringing the position to 39,247 shares worth $1.04M. The position accounts for 4.56% of the portfolio, ranked #8.

Bakala Capital first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Bakala Capital held 39,247 shares of Schwab US TIPS ETF worth $1.04M as of Q2 2026.
Bakala Capital bought 1,263 Schwab US TIPS ETF shares in Q2 2026, an estimated $33.7K.
Schwab US TIPS ETF made up 4.56% of Bakala Capital's portfolio in Q2 2026, its #8 holding.
Bakala Capital first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Bakala Capital's 13F filing for Q2 2026, filed 14 Aug 2026.