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Goodwin Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Goodwin Investment Advisory’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 		$227K Buy
8,537
+846
+11% +$22.6K 0.27% 27
2025
Q4 		$204K Sell
7,691
-1,112
-13% -$29.8K 0.22% 26
2025
Q3 		$237K Buy
+8,803
New +$236K 0.25% 25
2025
Q1 		– Sell
-258,085
Closed -$6.66M – 38
2024
Q4 		$6.66M Buy
258,085
+19,901
+8% +$523K 3.49% 6
2024
Q3 		$6.39M Buy
238,184
+14,292
+6% +$377K 2.77% 6
2024
Q2 		$5.82M Buy
223,892
+19,040
+9% +$492K 2.67% 7
2024
Q1 		$5.34M Buy
204,852
+5,200
+3% +$135K 2.52% 7
2023
Q4 		$5.21M Buy
+199,652
New +$5.08M 2.71% 7
2022
Q1 		– Sell
-976
Closed -$31K – 248
2021
Q4 		$31K Sell
976
-3,298
-77% -$104K 0.02% 99
2021
Q3 		$136K Buy
+4,274
New +$135K 0.13% 41

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 $1.47T 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
EW
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