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Fund Evaluation Group’s Schwab US TIPS ETF SCHP Stock Holding History

Fund Evaluation 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 		$19.9M Hold
748,000
– – 0.61% 19
2025
Q4 		$19.8M Sell
748,000
-27,010
-3% -$725K 0.66% 15
2025
Q3 		$20.9M Hold
775,010
– – 0.76% 13
2025
Q2 		$20.7M Buy
775,010
+27,010
+4% +$715K 0.8% 14
2025
Q1 		$20.1M Hold
748,000
– – 0.87% 13
2024
Q4 		$19.3M Sell
748,000
-625,470
-46% -$16.4M 0.9% 10
2024
Q3 		$36.8M Sell
1,373,470
-74,530
-5% -$1.97M 2.04% 6
2024
Q2 		$37.7M Sell
1,448,000
-118,330
-8% -$3.06M 2.31% 8
2024
Q1 		$40.9M Buy
1,566,330
+22,000
+1% +$571K 2.56% 8
2023
Q4 		$40.3M Hold
1,544,330
– – 2.93% 7
2023
Q3 		$39M Sell
1,544,330
-29,148
-2% -$751K 3.47% 7
2023
Q2 		$41.2M Buy
1,573,478
+3,040
+0.2% +$80.6K 3.8% 6
2023
Q1 		$42.1M Hold
1,570,438
– – 4.55% 4
2022
Q4 		$40.7M Sell
1,570,438
-28,000
-2% -$733K 5.21% 4
2022
Q3 		$41.4M Hold
1,598,438
– – 5% 4
2022
Q2 		$44.6M Sell
1,598,438
-11,480
-0.7% -$333K 5.7% 4
2022
Q1 		$48.9M Buy
1,609,918
+4,680
+0.3% +$144K 3.39% 7
2021
Q4 		$50.5M Hold
1,605,238
– – 5.45% 4
2021
Q3 		$50.2M Hold
1,605,238
– – 5.27% 5
2021
Q2 		$50.2M Hold
1,605,238
– – 4.84% 6
2021
Q1 		$49.1M Hold
1,605,238
– – 5.36% 5
2020
Q4 		$49.8M Buy
1,605,238
+17,400
+1% +$534K 5.86% 5
2020
Q3 		$48.9M Sell
1,587,838
-8,000
-0.5% -$245K 6.13% 4
2020
Q2 		$47.9M Hold
1,595,838
– – 6.64% 4
2020
Q1 		$45.9M Hold
1,595,838
– – 7.73% 3
2019
Q4 		$45.2M Buy
1,595,838
+166
+0% +$4.71K 7.38% 3
2019
Q3 		$45.3M Buy
1,595,672
+1,440
+0.1% +$40.8K 8.43% 3
2019
Q2 		$44.9M Buy
1,594,232
+948
+0.1% +$26.2K 7.57% 4
2019
Q1 		$43.8M Buy
+1,593,284
New +$43M 8.31% 4

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

Fund Evaluation Group's SCHP Position: Q1 2026 in Review

Fund Evaluation Group held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 748,000 shares worth $19.9M. The position accounts for 0.61% of the portfolio, ranked #19.

Fund Evaluation Group first reported a position in SCHP in Q1 2019 and has held it in 29 quarters since. The position peaked at $50.5M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Fund Evaluation Group held 748,000 shares of Schwab US TIPS ETF worth $19.9M as of Q1 2026.
  • Fund Evaluation Group left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up 0.61% of Fund Evaluation Group's portfolio in Q1 2026, its #19 holding.
  • Fund Evaluation Group first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 29 quarters since.
  • Fund Evaluation Group's Schwab US TIPS ETF position peaked at $50.5M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Fund Evaluation Group's 13F filing for Q1 2026, filed 8 May 2026.