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 Q2	$221K	Sell	8,340 -197	-2%	-$5.26K	0.45%	28
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	–	224
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 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

Goodwin Investment Advisory's SCHP Position: Q2 2026 in Review

Goodwin Investment Advisory reduced its Schwab US TIPS ETF (SCHP) stake by 2.3% in Q2 2026, selling an estimated $5.26K and leaving 8,340 shares worth $221K. The position accounts for 0.45% of the portfolio, ranked #28.

Goodwin Investment Advisory first reported a position in SCHP in Q3 2021 and has held it in 11 quarters since. The position peaked at $6.66M in Q4 2024. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Goodwin Investment Advisory held 8,340 shares of Schwab US TIPS ETF worth $221K as of Q2 2026.
Goodwin Investment Advisory sold 197 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.26K.
Schwab US TIPS ETF made up 0.45% of Goodwin Investment Advisory's portfolio in Q2 2026, its #28 holding.
Goodwin Investment Advisory first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 11 quarters since.
Goodwin Investment Advisory's Schwab US TIPS ETF position peaked at $6.66M in Q4 2024.
783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.