Foster Dykema Cabot & Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Foster Dykema Cabot & Partners’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	$55.1K	Hold	2,072	–	–	﹤0.01%	177
2025 Q4	$54.9K	Hold	2,072	–	–	﹤0.01%	184
2025 Q3	$55.8K	Hold	2,072	–	–	﹤0.01%	201
2025 Q2	$55.3K	Hold	2,072	–	–	﹤0.01%	189
2025 Q1	$55.7K	Sell	2,072 -934	-31%	-$24.6K	﹤0.01%	184
2024 Q4	$77.6K	Sell	3,006 -2,722	-48%	-$71.5K	0.01%	180
2024 Q3	$154K	Buy	5,728 +770	+16%	+$20.3K	0.01%	147
2024 Q2	$129K	Buy	4,958 +1,226	+33%	+$31.7K	0.01%	131
2024 Q1	$97.3K	Buy	3,732 +3,330	+828%	+$86.4K	0.01%	143
2023 Q4	$10.5K	Buy	+402	New	+$10.2K	﹤0.01%	218

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foster Dykema Cabot & Partners's SCHP Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 2,072 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Foster Dykema Cabot & Partners first reported a position in SCHP in Q4 2023 and has held it in 10 quarters since. The position peaked at $154K in Q3 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Foster Dykema Cabot & Partners held 2,072 shares of Schwab US TIPS ETF worth $55.1K as of Q1 2026.
Foster Dykema Cabot & Partners left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #177 holding.
Foster Dykema Cabot & Partners first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's Schwab US TIPS ETF position peaked at $154K in Q3 2024.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.