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

Liberty 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 		$417K Buy
+15,752
New +$420K 0.07% 129
2025
Q4 		$371K Hold
14,003
– – 0.07% 132
2025
Q3 		$377K Hold
14,003
– – 0.07% 129
2025
Q2 		$374K Buy
14,003
+3,691
+36% +$97.7K 0.08% 129
2025
Q1 		$277K Hold
10,312
– – 0.06% 142
2024
Q4 		$266K Hold
10,312
– – 0.06% 137
2024
Q3 		$277K Hold
10,312
– – 0.06% 134
2024
Q2 		$268K Buy
10,312
+328
+3% +$8.48K 0.06% 135
2024
Q1 		$260K Hold
9,984
– – 0.06% 134
2023
Q4 		$261K Sell
9,984
-542
-5% -$13.8K 0.07% 135
2023
Q3 		$266K Hold
10,526
– – 0.08% 128
2023
Q2 		$276K Hold
10,526
– – 0.08% 122
2023
Q1 		$282K Sell
10,526
-3,678
-26% -$96.8K 0.09% 112
2022
Q4 		$368K Buy
14,204
+3,518
+33% +$92K 0.13% 107
2022
Q3 		$277K Sell
10,686
-642
-6% -$17.8K 0.1% 110
2022
Q2 		$316K Sell
11,328
-40,092
-78% -$1.16M 0.11% 107
2022
Q1 		$1.56M Hold
51,420
– – 0.46% 58
2021
Q4 		$1.62M Sell
51,420
-140
-0.3% -$4.41K 0.44% 57
2021
Q3 		$1.61M Buy
51,560
+2,206
+4% +$69.6K 0.48% 55
2021
Q2 		$1.54M Buy
+49,354
New +$1.53M 0.47% 59

Other funds holding SCHP

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Liberty Capital Management's SCHP Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 15,752 shares worth $417K. The stake represents 0.07% of the portfolio and ranks #129 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SCHP as recently as Q4 2025.

Liberty Capital Management first reported a position in SCHP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q4 2021. 504 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Liberty Capital Management held 15,752 shares of Schwab US TIPS ETF worth $417K as of Q2 2026.
  • Schwab US TIPS ETF was a new Liberty Capital Management position in Q2 2026.
  • Schwab US TIPS ETF made up 0.07% of Liberty Capital Management's portfolio in Q2 2026, its #129 holding.
  • Liberty Capital Management first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 20 quarters since.
  • Liberty Capital Management's Schwab US TIPS ETF position peaked at $1.62M in Q4 2021.
  • 504 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.