Grove Street Fiduciary’s Schwab US TIPS ETF SCHP Stock Holding History

Grove Street Fiduciary’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	$14M	Sell	526,590 -3,319	-0.6%	-$88.6K	5.89%	5
2026 Q1	$14.1M	Sell	529,909 -4,090	-0.8%	-$109K	6.21%	5
2025 Q4	$14.1M	Sell	533,999 -901	-0.2%	-$24.2K	5.91%	5
2025 Q3	$14.4M	Sell	534,900 -5,511	-1%	-$147K	6.82%	5
2025 Q2	$14.4M	Sell	540,411 -7,117	-1%	-$188K	6.95%	5
2025 Q1	$14.7M	Buy	547,528 +1,060	+0.2%	+$27.9K	7.46%	4
2024 Q4	$14.1M	Buy	+546,468	New	+$14.4M	7.41%	4

Other funds holding SCHP

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Grove Street Fiduciary's SCHP Position: Q2 2026 in Review

Grove Street Fiduciary reduced its Schwab US TIPS ETF (SCHP) stake by 0.63% in Q2 2026, selling an estimated $88.6K and leaving 526,590 shares worth $14M. The position accounts for 5.89% of the portfolio, ranked #5.

Grove Street Fiduciary first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q1 2025. 369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Grove Street Fiduciary held 526,590 shares of Schwab US TIPS ETF worth $14M as of Q2 2026.
Grove Street Fiduciary sold 3,319 Schwab US TIPS ETF shares in Q2 2026, an estimated $88.6K.
Schwab US TIPS ETF made up 5.89% of Grove Street Fiduciary's portfolio in Q2 2026, its #5 holding.
Grove Street Fiduciary first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Grove Street Fiduciary's Schwab US TIPS ETF position peaked at $14.7M in Q1 2025.
369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.