Creative Planning’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.5M | Sell |
1,521,679
-995,382
| -40% | -$26.6M | 0.03% | 256 |
|
|
2025
Q4 | $66.7M | Buy |
2,517,061
+1,864,437
| +286% | +$50M | 0.05% | 161 |
|
|
2025
Q3 | $17.6M | Sell |
652,624
-16,330
| -2% | -$437K | 0.01% | 395 |
|
|
2025
Q2 | $17.8M | Sell |
668,954
-6,313
| -0.9% | -$167K | 0.02% | 363 |
|
|
2025
Q1 | $18.2M | Sell |
675,267
-53,711
| -7% | -$1.41M | 0.02% | 348 |
|
|
2024
Q4 | $18.8M | Sell |
728,978
-47,914
| -6% | -$1.26M | 0.02% | 308 |
|
|
2024
Q3 | $20.8M | Sell |
776,892
-62,502
| -7% | -$1.65M | 0.02% | 275 |
|
|
2024
Q2 | $21.8M | Sell |
839,394
-53,326
| -6% | -$1.38M | 0.02% | 247 |
|
|
2024
Q1 | $23.3M | Sell |
892,720
-82,002
| -8% | -$2.13M | 0.03% | 232 |
|
|
2023
Q4 | $25.4M | Sell |
974,722
-116,992
| -11% | -$2.98M | 0.05% | 208 |
|
|
2023
Q3 | $27.6M | Sell |
1,091,714
-25,196
| -2% | -$649K | 0.04% | 197 |
|
|
2023
Q2 | $29.3M | Sell |
1,116,910
-82,618
| -7% | -$2.19M | 0.04% | 179 |
|
|
2023
Q1 | $32.2M | Buy |
1,199,528
+70,674
| +6% | +$1.86M | 0.05% | 153 |
|
|
2022
Q4 | $29.2M | Buy |
1,128,854
+69,926
| +7% | +$1.83M | 0.04% | 163 |
|
|
2022
Q3 | $27.4M | Sell |
1,058,928
-162,892
| -13% | -$4.53M | 0.05% | 145 |
|
|
2022
Q2 | $34.1M | Buy |
1,221,820
+20,810
| +2% | +$604K | 0.06% | 136 |
|
|
2022
Q1 | $36.5M | Buy |
1,201,010
+30,532
| +3% | +$936K | 0.06% | 131 |
|
|
2021
Q4 | $36.8M | Buy |
1,170,478
+165,518
| +16% | +$5.21M | 0.06% | 121 |
|
|
2021
Q3 | $31.4M | Buy |
1,004,960
+75,744
| +8% | +$2.39M | 0.06% | 130 |
|
|
2021
Q2 | $29M | Buy |
929,216
+5,810
| +0.6% | +$180K | 0.05% | 134 |
|
|
2021
Q1 | $28.2M | Buy |
923,406
+79,764
| +9% | +$2.46M | 0.06% | 129 |
|
|
2020
Q4 | $26.2M | Buy |
843,642
+772,498
| +1,086% | +$23.7M | 0.06% | 132 |
|
|
2020
Q3 | $2.19M | Buy |
71,144
+42,922
| +152% | +$1.31M | 0.01% | 535 |
|
|
2020
Q2 | $847K | Sell |
28,222
-9,182
| -25% | -$272K | ﹤0.01% | 806 |
|
|
2020
Q1 | $1.08M | Sell |
37,404
-3,744
| -9% | -$107K | ﹤0.01% | 614 |
|
|
2019
Q4 | $1.17M | Buy |
41,148
+2,568
| +7% | +$72.8K | ﹤0.01% | 717 |
|
|
2019
Q3 | $1.09M | Sell |
38,580
-29,000
| -43% | -$822K | ﹤0.01% | 714 |
|
|
2019
Q2 | $1.9M | Buy |
67,580
+29,810
| +79% | +$825K | 0.01% | 516 |
|
|
2019
Q1 | $1.04M | Sell |
37,770
-8,392
| -18% | -$226K | ﹤0.01% | 724 |
|
|
2018
Q4 | $1.23M | Sell |
46,162
-1,042
| -2% | -$27.7K | 0.01% | 590 |
|
|
2018
Q3 | $1.27M | Sell |
47,204
-3,528
| -7% | -$96.1K | ﹤0.01% | 658 |
|
|
2018
Q2 | $1.39M | Buy |
50,732
+5,582
| +12% | +$152K | 0.01% | 580 |
|
|
2018
Q1 | $1.24M | Buy |
+45,150
| New | +$1.23M | 0.01% | 626 |
|
|
2017
Q3 | – | Sell |
-4,962
| Closed | -$137K | – | 3379 |
|
|
2017
Q2 | $137K | Sell |
4,962
-1,074
| -18% | -$29.8K | ﹤0.01% | 1762 |
|
|
2017
Q1 | $168K | Buy |
6,036
+1,856
| +44% | +$51.2K | ﹤0.01% | 1599 |
|
|
2016
Q4 | $115K | Sell |
4,180
-668
| -14% | -$18.6K | ﹤0.01% | 1769 |
|
|
2016
Q3 | $138K | Buy |
4,848
+4,568
| +1,631% | +$129K | ﹤0.01% | 1631 |
|
|
2016
Q2 | $8K | Buy |
+280
| New | +$7.79K | ﹤0.01% | 3398 |
|
|
2016
Q1 | – | Sell |
-18
| Closed | – | – | 4495 |
|
|
2015
Q4 | $0 | Sell |
18
-22
| -55% | -$590 | ﹤0.01% | 4554 |
|
|
2015
Q3 | $1K | Buy |
+40
| New | +$1.08K | ﹤0.01% | 4138 |
|
|
2015
Q1 | – | Sell |
-21,984
| Closed | -$596K | – | 4382 |
|
|
2014
Q4 | $596K | Buy |
+21,984
| New | +$600K | 0.01% | 627 |
|
Other funds holding SCHP
MERSOM
QCM
EW
Creative Planning's SCHP Position: Q1 2026 in Review
Creative Planning reduced its Schwab US TIPS ETF (SCHP) stake by 40% in Q1 2026, selling an estimated $26.6M and leaving 1,521,679 shares worth $40.5M. The position accounts for 0.03% of the portfolio, ranked #256.
Creative Planning first reported a position in SCHP in Q4 2014 and has held it in 41 quarters since. The position peaked at $66.7M in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.
- Creative Planning held 1,521,679 shares of Schwab US TIPS ETF worth $40.5M as of Q1 2026.
- Creative Planning sold 995,382 Schwab US TIPS ETF shares in Q1 2026, an estimated $26.6M.
- Schwab US TIPS ETF made up 0.03% of Creative Planning's portfolio in Q1 2026, its #256 holding.
- Creative Planning first reported a position in Schwab US TIPS ETF in Q4 2014 and has held it in 41 quarters since.
- Creative Planning's Schwab US TIPS ETF position peaked at $66.7M in Q4 2025.
- 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.