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

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

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. 790 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.
790 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.