Betterment LLC
SCHP icon

Betterment LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Betterment LLC’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 		$1.52M Buy
57,364
+8,646
+18% +$231K ﹤0.01% 293
2026
Q1 		$1.3M Buy
48,718
+3,490
+8% +$93.1K ﹤0.01% 288
2025
Q4 		$1.2M Buy
45,228
+3,226
+8% +$86.5K ﹤0.01% 286
2025
Q3 		$1.13M Buy
42,002
+1,056
+3% +$28.3K ﹤0.01% 283
2025
Q2 		$1.09M Buy
40,946
+3,510
+9% +$92.9K ﹤0.01% 271
2025
Q1 		$1.01M Sell
37,436
-1,557
-4% -$40.9K ﹤0.01% 254
2024
Q4 		$1.01M Buy
38,993
+119
+0.3% +$3.13K ﹤0.01% 250
2024
Q3 		$1.04M Buy
38,874
+472
+1% +$12.5K ﹤0.01% 233
2024
Q2 		$999K Buy
38,402
+318
+0.8% +$8.22K ﹤0.01% 218
2024
Q1 		$993K Buy
38,084
+400
+1% +$10.4K ﹤0.01% 203
2023
Q4 		$984K Sell
37,684
-4,990
-12% -$127K ﹤0.01% 183
2023
Q3 		$1.08M Sell
42,674
-6,712
-14% -$173K ﹤0.01% 155
2023
Q2 		$1.29M Sell
49,386
-3,626
-7% -$96.1K ﹤0.01% 133
2023
Q1 		$1.42M Sell
53,012
-4,178
-7% -$110K ﹤0.01% 133
2022
Q4 		$1.48M Buy
57,190
+11,076
+24% +$290K 0.01% 132
2022
Q3 		$1.29M Hold
46,114
– – ﹤0.01% 131
2022
Q2 		$1.29M Sell
46,114
-8,586
-16% -$249K ﹤0.01% 131
2022
Q1 		$1.66M Buy
54,700
+5,114
+10% +$157K 0.01% 120
2021
Q4 		$1.56M Sell
49,586
-1,922
-4% -$60.5K ﹤0.01% 119
2021
Q3 		$1.61M Buy
51,508
+1,790
+4% +$56.5K 0.01% 117
2021
Q2 		$1.55M Buy
49,718
+22
+0% +$682 0.01% 109
2021
Q1 		$1.52M Buy
+49,696
New +$1.53M 0.01% 90

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Betterment LLC's SCHP Position: Q2 2026 in Review

Betterment LLC increased its Schwab US TIPS ETF (SCHP) stake by 18% in Q2 2026, buying an estimated $231K and bringing the position to 57,364 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Betterment LLC first reported a position in SCHP in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.66M in Q1 2022. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Betterment LLC held 57,364 shares of Schwab US TIPS ETF worth $1.52M as of Q2 2026.
  • Betterment LLC bought 8,646 Schwab US TIPS ETF shares in Q2 2026, an estimated $231K.
  • Schwab US TIPS ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #293 holding.
  • Betterment LLC first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 22 quarters since.
  • Betterment LLC's Schwab US TIPS ETF position peaked at $1.66M in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.