Galvin Gaustad & Stein’s Schwab US TIPS ETF SCHP Stock Holding History

Galvin Gaustad & Stein’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	$1.2M	Sell	45,229 -25,527	-36%	-$681K	0.1%	117
2025 Q4	$1.87M	Sell	70,756 -462	-0.6%	-$12.4K	0.15%	92
2025 Q3	$1.92M	Buy	71,218 +1,111	+2%	+$29.7K	0.16%	83
2025 Q2	$1.87M	Sell	70,107 -1,975	-3%	-$52.3K	0.16%	80
2025 Q1	$1.94M	Sell	72,082 -29,604	-29%	-$778K	0.17%	74
2024 Q4	$2.63M	Buy	101,686 +1,548	+2%	+$40.7K	0.24%	66
2024 Q3	$2.69M	Sell	100,138 -5,444	-5%	-$144K	0.24%	64
2024 Q2	$2.75M	Sell	105,582 -616	-0.6%	-$15.9K	0.26%	62
2024 Q1	$2.77M	Sell	106,198 -648	-0.6%	-$16.8K	0.25%	61
2023 Q4	$2.79M	Sell	106,846 -924	-0.9%	-$23.5K	0.26%	63
2023 Q3	$2.72M	Sell	107,770 -1,408	-1%	-$36.3K	0.28%	66
2023 Q2	$2.86M	Buy	109,178 +5,436	+5%	+$144K	0.28%	67
2023 Q1	$2.78M	Buy	103,742 +44,420	+75%	+$1.17M	0.27%	67
2022 Q4	$1.54M	Sell	59,322 -4,218	-7%	-$110K	0.15%	75
2022 Q3	$1.65M	Buy	+63,540	New	+$1.77M	0.17%	80

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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 $1.47T 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

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

AllianceBernstein

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