DPIM
SCHP icon

Duff & Phelps Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Duff & Phelps Investment Management’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 		$1.18M Sell
44,520
-8,900
-17% -$237K 0.01% 134
2025
Q4 		$1.42M Buy
53,420
+11,600
+28% +$311K 0.02% 129
2025
Q3 		$1.13M Hold
41,820
– – 0.01% 133
2025
Q2 		$1.12M Buy
41,820
+32,520
+350% +$860K 0.01% 136
2025
Q1 		$250K Hold
9,300
– – ﹤0.01% 150
2024
Q4 		$240K Sell
9,300
-3,900
-30% -$103K ﹤0.01% 154
2024
Q3 		$354K Hold
13,200
– – ﹤0.01% 151
2024
Q2 		$343K Hold
13,200
– – ﹤0.01% 201
2024
Q1 		$344K Hold
13,200
– – ﹤0.01% 241
2023
Q4 		$345K Hold
13,200
– – ﹤0.01% 244
2023
Q3 		$333K Sell
13,200
-7,200
-35% -$186K ﹤0.01% 245
2023
Q2 		$535K Sell
20,400
-2,000
-9% -$53K 0.01% 221
2023
Q1 		$600K Hold
22,400
– – 0.01% 218
2022
Q4 		$580K Hold
22,400
– – 0.01% 220
2022
Q3 		$580K Hold
22,400
– – 0.01% 219
2022
Q2 		$625K Hold
22,400
– – 0.01% 193
2022
Q1 		$680K Hold
22,400
– – 0.01% 194
2021
Q4 		$704K Sell
22,400
-200
-0.9% -$6.3K 0.01% 195
2021
Q3 		$707K Sell
22,600
-2,200
-9% -$69.4K 0.01% 195
2021
Q2 		$775K Sell
24,800
-3,600
-13% -$112K 0.01% 195
2021
Q1 		$868K Sell
28,400
-20,600
-42% -$635K 0.01% 191
2020
Q4 		$1.52M Hold
49,000
– – 0.02% 161
2020
Q3 		$1.51M Sell
49,000
-12,000
-20% -$367K 0.02% 157
2020
Q2 		$1.83M Sell
61,000
-24,000
-28% -$711K 0.03% 145
2020
Q1 		$2.44M Buy
+85,000
New +$2.43M 0.04% 120

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

Duff & Phelps Investment Management's SCHP Position: Q1 2026 in Review

Duff & Phelps Investment Management reduced its Schwab US TIPS ETF (SCHP) stake by 17% in Q1 2026, selling an estimated $237K and leaving 44,520 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #134.

Duff & Phelps Investment Management first reported a position in SCHP in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.44M in Q1 2020. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Duff & Phelps Investment Management held 44,520 shares of Schwab US TIPS ETF worth $1.18M as of Q1 2026.
  • Duff & Phelps Investment Management sold 8,900 Schwab US TIPS ETF shares in Q1 2026, an estimated $237K.
  • Schwab US TIPS ETF made up 0.01% of Duff & Phelps Investment Management's portfolio in Q1 2026, its #134 holding.
  • Duff & Phelps Investment Management first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 25 quarters since.
  • Duff & Phelps Investment Management's Schwab US TIPS ETF position peaked at $2.44M in Q1 2020.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.