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Joseph Group Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Joseph Group Capital Management’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 		$27.7M Buy
1,045,552
+6,542
+0.6% +$175K 5.82% 4
2026
Q1 		$27.6M Buy
1,039,010
+41,159
+4% +$1.1M 6.91% 4
2025
Q4 		$26.4M Buy
997,851
+60,759
+6% +$1.63M 6.94% 4
2025
Q3 		$25.3M Buy
937,092
+9,411
+1% +$252K 7.12% 3
2025
Q2 		$24.8M Buy
927,681
+8,127
+0.9% +$215K 8.31% 2
2025
Q1 		$24.7M Buy
919,554
+15,277
+2% +$402K 9.45% 2
2024
Q4 		$23.4M Sell
904,277
-102,049
-10% -$2.68M 9.2% 2
2024
Q3 		$27M Buy
1,006,326
+10,958
+1% +$289K 10.32% 2
2024
Q2 		$25.9M Buy
995,368
+29,804
+3% +$771K 13.44% 1
2024
Q1 		$25.2M Buy
965,564
+106,574
+12% +$2.76M 12.62% 1
2023
Q4 		$22.4M Buy
858,990
+15,886
+2% +$404K 13.02% 1
2023
Q3 		$21.3M Buy
843,104
+299,726
+55% +$7.73M 15.33% 1
2023
Q2 		$14.2M Buy
543,378
+6,594
+1% +$175K 11.98% 1
2023
Q1 		$14.4M Buy
536,784
+67,556
+14% +$1.78M 12.62% 1
2022
Q4 		$12.2M Sell
469,228
-4,054
-0.9% -$106K 11.54% 2
2022
Q3 		$12.3M Buy
473,282
+18,396
+4% +$511K 13.38% 1
2022
Q2 		$12.7M Buy
454,886
+31,528
+7% +$915K 12.72% 2
2022
Q1 		$12.9M Sell
423,358
-82,592
-16% -$2.53M 12.96% 2
2021
Q4 		$15.9M Buy
+505,950
New +$15.9M 15.3% 1

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Joseph Group Capital Management's SCHP Position: Q2 2026 in Review

Joseph Group Capital Management increased its Schwab US TIPS ETF (SCHP) stake by 0.63% in Q2 2026, buying an estimated $175K and bringing the position to 1,045,552 shares worth $27.7M. The position accounts for 5.82% of the portfolio, ranked #4.

Joseph Group Capital Management first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. 785 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Joseph Group Capital Management held 1,045,552 shares of Schwab US TIPS ETF worth $27.7M as of Q2 2026.
  • Joseph Group Capital Management bought 6,542 Schwab US TIPS ETF shares in Q2 2026, an estimated $175K.
  • Schwab US TIPS ETF made up 5.82% of Joseph Group Capital Management's portfolio in Q2 2026, its #4 holding.
  • Joseph Group Capital Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • 785 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.