LJAC
SCHP icon

L.J. Altfest & Co’s Schwab US TIPS ETF SCHP Stock Holding History

L.J. Altfest & Co’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 		$28.5M Buy
1,070,411
+32,640
+3% +$871K 3.05% 7
2025
Q4 		$27.5M Buy
1,037,771
+28,192
+3% +$756K 3.01% 6
2025
Q3 		$27.2M Buy
1,009,579
+24,538
+2% +$657K 3.04% 6
2025
Q2 		$26.3M Sell
985,041
-448,885
-31% -$11.9M 3.1% 6
2025
Q1 		$38.6M Buy
1,433,926
+719,909
+101% +$18.9M 4.84% 1
2024
Q4 		$18.4M Buy
714,017
+6,267
+0.9% +$165K 2.35% 12
2024
Q3 		$19M Buy
707,750
+10,174
+1% +$269K 2.53% 10
2024
Q2 		$18.1M Buy
697,576
+15,274
+2% +$395K 2.48% 11
2024
Q1 		$17.8M Buy
682,302
+206,272
+43% +$5.35M 2.52% 10
2023
Q4 		$12.4M Sell
476,030
-188,844
-28% -$4.8M 1.8% 15
2023
Q3 		$16.8M Buy
664,874
+13,288
+2% +$342K 2.65% 10
2023
Q2 		$17.1M Buy
651,586
+10,916
+2% +$289K 2.57% 10
2023
Q1 		$17.2M Buy
640,670
+21,798
+4% +$574K 2.69% 9
2022
Q4 		$16M Buy
618,872
+21,408
+4% +$560K 2.66% 10
2022
Q3 		$15.5M Buy
+597,464
New +$16.6M 2.9% 9
2021
Q4 		– Sell
-15,200
Closed -$476K – 267
2021
Q3 		$476K Buy
15,200
+2,122
+16% +$67K 0.1% 147
2021
Q2 		$409K Sell
13,078
-12,844
-50% -$398K 0.09% 164
2021
Q1 		$793K Sell
25,922
-728
-3% -$22.4K 0.19% 100
2020
Q4 		$827K Buy
26,650
+12,958
+95% +$398K 0.2% 90
2020
Q3 		$422K Buy
13,692
+10
+0.1% +$306 0.11% 137
2020
Q2 		$411K Sell
13,682
-698
-5% -$20.7K 0.12% 133
2020
Q1 		$414K Buy
14,380
+1,718
+14% +$49.2K 0.13% 113
2019
Q4 		$359K Buy
12,662
+64
+0.5% +$1.81K 0.09% 138
2019
Q3 		$358K Sell
12,598
-656
-5% -$18.6K 0.09% 126
2019
Q2 		$373K Buy
13,254
+2,628
+25% +$72.8K 0.1% 120
2019
Q1 		$292K Buy
+10,626
New +$287K 0.07% 145
2018
Q2 		– Sell
-13,446
Closed -$369K – 166
2018
Q1 		$369K Buy
+13,446
New +$368K 0.16% 115

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 $1.56T 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 $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

L.J. Altfest & Co's SCHP Position: Q1 2026 in Review

L.J. Altfest & Co increased its Schwab US TIPS ETF (SCHP) stake by 3.1% in Q1 2026, buying an estimated $871K and bringing the position to 1,070,411 shares worth $28.5M. The position accounts for 3.05% of the portfolio, ranked #7.

L.J. Altfest & Co first reported a position in SCHP in Q1 2018 and has held it in 27 quarters since. The position peaked at $38.6M in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • L.J. Altfest & Co held 1,070,411 shares of Schwab US TIPS ETF worth $28.5M as of Q1 2026.
  • L.J. Altfest & Co bought 32,640 Schwab US TIPS ETF shares in Q1 2026, an estimated $871K.
  • Schwab US TIPS ETF made up 3.05% of L.J. Altfest & Co's portfolio in Q1 2026, its #7 holding.
  • L.J. Altfest & Co first reported a position in Schwab US TIPS ETF in Q1 2018 and has held it in 27 quarters since.
  • L.J. Altfest & Co's Schwab US TIPS ETF position peaked at $38.6M in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.