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Foster & Motley’s Schwab US TIPS ETF SCHP Stock Holding History

Foster & Motley’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 		$26.1M Buy
982,470
+78,870
+9% +$2.1M 1.35% 16
2025
Q4 		$23.9M Buy
903,600
+53,032
+6% +$1.42M 1.28% 14
2025
Q3 		$22.9M Buy
850,568
+18,379
+2% +$492K 1.24% 15
2025
Q2 		$22.2M Buy
832,189
+20,045
+2% +$530K 1.28% 14
2025
Q1 		$21.8M Buy
812,144
+71,236
+10% +$1.87M 1.38% 12
2024
Q4 		$19.1M Buy
740,908
+2,870
+0.4% +$75.4K 1.24% 14
2024
Q3 		$19.8M Buy
738,038
+36,018
+5% +$951K 1.26% 14
2024
Q2 		$18.3M Buy
702,020
+31,564
+5% +$816K 1.25% 15
2024
Q1 		$17.5M Buy
670,456
+77,456
+13% +$2.01M 1.2% 14
2023
Q4 		$15.5M Sell
593,000
-66,392
-10% -$1.69M 1.15% 15
2023
Q3 		$16.6M Sell
659,392
-26,624
-4% -$686K 1.36% 10
2023
Q2 		$18M Buy
686,016
+38,304
+6% +$1.02M 1.39% 10
2023
Q1 		$17.4M Buy
647,712
+42,576
+7% +$1.12M 1.41% 10
2022
Q4 		$15.7M Sell
605,136
-50,958
-8% -$1.33M 1.34% 12
2022
Q3 		$17M Sell
656,094
-3,194
-0.5% -$88.8K 1.61% 8
2022
Q2 		$18.4M Buy
659,288
+35,288
+6% +$1.02M 1.62% 9
2022
Q1 		$18.9M Buy
624,000
+1,840
+0.3% +$56.4K 1.49% 12
2021
Q4 		$19.6M Sell
622,160
-67,856
-10% -$2.14M 1.52% 12
2021
Q3 		$21.6M Sell
690,016
-272,484
-28% -$8.6M 1.8% 9
2021
Q2 		$30.1M Buy
962,500
+54,272
+6% +$1.68M 2.52% 7
2021
Q1 		$27.8M Buy
908,228
+85,896
+10% +$2.65M 2.32% 8
2020
Q4 		$25.5M Buy
822,332
+128,582
+19% +$3.95M 2.47% 8
2020
Q3 		$21.4M Buy
693,750
+32,406
+5% +$992K 2.52% 7
2020
Q2 		$19.8M Buy
661,344
+3,472
+0.5% +$103K 2.48% 7
2020
Q1 		$18.9M Sell
657,872
-13,972
-2% -$400K 2.82% 6
2019
Q4 		$19M Buy
671,844
+65,690
+11% +$1.86M 2.38% 6
2019
Q3 		$17.2M Buy
606,154
+105,848
+21% +$3M 2.34% 7
2019
Q2 		$14.1M Buy
500,306
+155,314
+45% +$4.3M 1.97% 10
2019
Q1 		$9.49M Buy
344,992
+15,372
+5% +$415K 1.37% 16
2018
Q4 		$8.78M Sell
329,620
-28,692
-8% -$763K 1.4% 17
2018
Q3 		$9.67M Sell
358,312
-428
-0.1% -$11.7K 1.45% 18
2018
Q2 		$9.85M Sell
358,740
-4,860
-1% -$133K 1.57% 13
2018
Q1 		$9.98M Buy
363,600
+6,352
+2% +$174K 1.63% 14
2017
Q4 		$9.9M Sell
357,248
-1,772
-0.5% -$49K 1.58% 17
2017
Q3 		$9.92M Sell
359,020
-4,764
-1% -$132K 1.71% 14
2017
Q2 		$10M Sell
363,784
-1,876
-0.5% -$52K 1.77% 12
2017
Q1 		$10.2M Buy
365,660
+1,044
+0.3% +$28.8K 1.85% 11
2016
Q4 		$10M Buy
364,616
+44,548
+14% +$1.24M 1.91% 8
2016
Q3 		$9.13M Buy
320,068
+23,768
+8% +$673K 1.76% 10
2016
Q2 		$8.37M Buy
296,300
+730
+0.2% +$20.3K 1.65% 12
2016
Q1 		$8.21M Buy
295,570
+45,824
+18% +$1.24M 1.66% 13
2015
Q4 		$6.63M Buy
249,746
+70,666
+39% +$1.89M 1.41% 23
2015
Q3 		$4.81M Buy
179,080
+20,256
+13% +$547K 1.09% 31
2015
Q2 		$4.3M Buy
158,824
+42,372
+36% +$1.16M 0.94% 41
2015
Q1 		$3.2M Buy
116,452
+108,946
+1,451% +$2.99M 0.7% 51
2014
Q4 		$204K Buy
+7,506
New +$205K 0.05% 168

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

Foster & Motley's SCHP Position: Q1 2026 in Review

Foster & Motley increased its Schwab US TIPS ETF (SCHP) stake by 8.7% in Q1 2026, buying an estimated $2.1M and bringing the position to 982,470 shares worth $26.1M. The position accounts for 1.35% of the portfolio, ranked #16.

Foster & Motley first reported a position in SCHP in Q4 2014 and has held it in 46 quarters since. The position peaked at $30.1M in Q2 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Foster & Motley held 982,470 shares of Schwab US TIPS ETF worth $26.1M as of Q1 2026.
  • Foster & Motley bought 78,870 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.1M.
  • Schwab US TIPS ETF made up 1.35% of Foster & Motley's portfolio in Q1 2026, its #16 holding.
  • Foster & Motley first reported a position in Schwab US TIPS ETF in Q4 2014 and has held it in 46 quarters since.
  • Foster & Motley's Schwab US TIPS ETF position peaked at $30.1M in Q2 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.