Lederer & Associates Investment Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

Lederer & Associates Investment Counsel’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	$1.51M	Hold	57,130	–	–	1%	34
2026 Q1	$1.52M	Hold	57,130	–	–	1.08%	31
2025 Q4	$1.51M	Hold	57,130	–	–	1.02%	32
2025 Q3	$1.54M	Sell	57,130 -2,090	-4%	-$55.9K	1%	33
2025 Q2	$1.58M	Sell	59,220 -350	-0.6%	-$9.26K	1.05%	33
2025 Q1	$1.6M	Sell	59,570 -316	-0.5%	-$8.31K	1.17%	30
2024 Q4	$1.55M	Hold	59,886	–	–	1.08%	32
2024 Q3	$1.61M	Sell	59,886 -810	-1%	-$21.4K	1.13%	31
2024 Q2	$1.58M	Sell	60,696 -3,930	-6%	-$102K	1.14%	28
2024 Q1	$1.69M	Sell	64,626 -838	-1%	-$21.7K	1.17%	27
2023 Q4	$1.71M	Sell	65,464 -40,158	-38%	-$1.02M	1.27%	27
2023 Q3	$2.67M	Sell	105,622 -3,344	-3%	-$86.2K	2.12%	8
2023 Q2	$2.86M	Sell	108,966 -590	-0.5%	-$15.6K	2.16%	8
2023 Q1	$2.94M	Sell	109,556 -1,140	-1%	-$30K	2.27%	7
2022 Q4	$2.87M	Sell	110,696 -22,508	-17%	-$589K	2.34%	7
2022 Q3	$3.45M	Hold	133,204	–	–	2.91%	3
2022 Q2	$3.72M	Sell	133,204 -9,438	-7%	-$274K	2.86%	4
2022 Q1	$4.33M	Sell	142,642 -314	-0.2%	-$9.63K	2.65%	5
2021 Q4	$4.5M	Buy	142,956 +19,084	+15%	+$601K	2.61%	5
2021 Q3	$3.88M	Buy	123,872 +14,640	+13%	+$462K	2.5%	5
2021 Q2	$3.41M	Buy	109,232 +24,542	+29%	+$761K	2.27%	8
2021 Q1	$2.59M	Buy	84,690 +69,550	+459%	+$2.14M	1.83%	16
2020 Q4	$470K	Buy	15,140 +2,180	+17%	+$67K	0.36%	63
2020 Q3	$399K	Buy	+12,960	New	+$397K	0.33%	63

Other funds holding SCHP

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

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

KBFS

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHP Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 57,130 shares worth $1.51M. The position accounts for 1% of the portfolio, ranked #34.

Lederer & Associates Investment Counsel first reported a position in SCHP in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.5M in Q4 2021. 326 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Lederer & Associates Investment Counsel held 57,130 shares of Schwab US TIPS ETF worth $1.51M as of Q2 2026.
Lederer & Associates Investment Counsel left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up 1% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #34 holding.
Lederer & Associates Investment Counsel first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 24 quarters since.
Lederer & Associates Investment Counsel's Schwab US TIPS ETF position peaked at $4.5M in Q4 2021.
326 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.