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 Q2	$1.2M	Sell	45,154 -75	-0.2%	-$2K	0.09%	123
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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Galvin Gaustad & Stein's SCHP Position: Q2 2026 in Review

Galvin Gaustad & Stein reduced its Schwab US TIPS ETF (SCHP) stake by 0.17% in Q2 2026, selling an estimated $2K and leaving 45,154 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #123.

Galvin Gaustad & Stein first reported a position in SCHP in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.86M in Q2 2023. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Galvin Gaustad & Stein held 45,154 shares of Schwab US TIPS ETF worth $1.2M as of Q2 2026.
Galvin Gaustad & Stein sold 75 Schwab US TIPS ETF shares in Q2 2026, an estimated $2K.
Schwab US TIPS ETF made up 0.09% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #123 holding.
Galvin Gaustad & Stein first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 16 quarters since.
Galvin Gaustad & Stein's Schwab US TIPS ETF position peaked at $2.86M in Q2 2023.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.