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DMC Group’s Schwab US TIPS ETF SCHP Stock Holding History

DMC Group’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
Q1 		$653K Sell
24,546
-820
-3% -$21.9K 0.44% 65
2025
Q4 		$672K Sell
25,366
-36
-0.1% -$966 0.45% 67
2025
Q3 		$685K Sell
25,402
-276
-1% -$7.39K 0.47% 66
2025
Q2 		$685K Hold
25,678
– – 0.53% 64
2025
Q1 		$690K Sell
25,678
-182
-0.7% -$4.79K 0.56% 58
2024
Q4 		$668K Sell
25,860
-3,190
-11% -$83.8K 0.54% 56
2024
Q3 		$779K Sell
29,050
-23,598
-45% -$623K 0.63% 52
2024
Q2 		$1.37M Sell
52,648
-5,154
-9% -$133K 1.17% 23
2024
Q1 		$1.51M Sell
57,802
-2,410
-4% -$62.5K 1.3% 20
2023
Q4 		$1.57M Sell
60,212
-8,268
-12% -$210K 1.49% 17
2023
Q3 		$1.73M Buy
68,480
+1,122
+2% +$28.9K 1.62% 11
2023
Q2 		$1.77M Buy
67,358
+1,100
+2% +$29.2K 1.77% 9
2023
Q1 		$1.78M Buy
66,258
+6,918
+12% +$182K 1.79% 8
2022
Q4 		$1.54M Buy
59,340
+10,146
+21% +$265K 1.74% 6
2022
Q3 		$1.29M Buy
49,194
+2,678
+6% +$74.4K 1.55% 9
2022
Q2 		$1.31M Buy
46,516
+8,452
+22% +$245K 1.55% 10
2022
Q1 		$1.13M Sell
38,064
-16,818
-31% -$516K 1.26% 15
2021
Q4 		$1.68M Buy
+54,882
New +$1.73M 1.45% 10

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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DMC Group's SCHP Position: Q1 2026 in Review

DMC Group reduced its Schwab US TIPS ETF (SCHP) stake by 3.2% in Q1 2026, selling an estimated $21.9K and leaving 24,546 shares worth $653K. The position accounts for 0.44% of the portfolio, ranked #65.

DMC Group first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.78M in Q1 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • DMC Group held 24,546 shares of Schwab US TIPS ETF worth $653K as of Q1 2026.
  • DMC Group sold 820 Schwab US TIPS ETF shares in Q1 2026, an estimated $21.9K.
  • Schwab US TIPS ETF made up 0.44% of DMC Group's portfolio in Q1 2026, its #65 holding.
  • DMC Group first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • DMC Group's Schwab US TIPS ETF position peaked at $1.78M in Q1 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.