Caitlin John’s Schwab US TIPS ETF SCHP Stock Holding History

Caitlin John’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	$88.2K	Hold	3,330	–	–	0.05%	275
2026 Q1	$88.6K	Sell	3,330 -192	-5%	-$5.12K	0.05%	237
2025 Q4	$93.3K	Hold	3,522	–	–	0.06%	233
2025 Q3	$94.9K	Buy	+3,522	New	+$94.3K	0.07%	189
2025 Q1	–	Sell	-5,432	Closed	-$140K	–	655
2024 Q4	$140K	Sell	5,432 -5,432	-50%	-$143K	0.09%	154
2024 Q3	$142K	Buy	10,864 +5,432	+100%	+$143K	0.09%	157
2024 Q2	$141K	Sell	5,432 -114	-2%	-$2.95K	0.1%	143
2024 Q1	$145K	Sell	5,546 -706	-11%	-$18.3K	0.11%	134
2023 Q4	$163K	Buy	+6,252	New	+$159K	0.13%	118

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

Caitlin John's SCHP Position: Q2 2026 in Review

Caitlin John held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 3,330 shares worth $88.2K. The position accounts for 0.05% of the portfolio, ranked #275.

Caitlin John first reported a position in SCHP in Q4 2023 and has held it in 9 quarters since. The position peaked at $163K in Q4 2023. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Caitlin John held 3,330 shares of Schwab US TIPS ETF worth $88.2K as of Q2 2026.
Caitlin John left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up 0.05% of Caitlin John's portfolio in Q2 2026, its #275 holding.
Caitlin John first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's Schwab US TIPS ETF position peaked at $163K in Q4 2023.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.