Litman Gregory Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.63M | Sell |
61,635
-15,955
| -21% | -$428K | 0.12% | 67 |
|
|
2025
Q3 | $2.09M | Sell |
77,590
-5,410
| -7% | -$145K | 0.16% | 58 |
|
|
2025
Q2 | $2.21M | Buy |
83,000
+2,121
| +3% | +$56.1K | 0.17% | 57 |
|
|
2025
Q1 | $2.17M | Sell |
80,879
-20,316
| -20% | -$534K | 0.19% | 54 |
|
|
2024
Q4 | $2.61M | Sell |
101,195
-1,374,563
| -93% | -$36.1M | 0.23% | 48 |
|
|
2024
Q3 | $39.6M | Sell |
1,475,758
-240,838
| -14% | -$6.36M | 3.31% | 8 |
|
|
2024
Q2 | $44.6M | Sell |
1,716,596
-165,340
| -9% | -$4.27M | 3.96% | 6 |
|
|
2024
Q1 | $49.1M | Sell |
1,881,936
-55,052
| -3% | -$1.43M | 4.45% | 7 |
|
|
2023
Q4 | $50.6M | Sell |
1,936,988
-85,956
| -4% | -$2.19M | 4.8% | 8 |
|
|
2023
Q3 | $51.1M | Sell |
2,022,944
-22,640
| -1% | -$584K | 5.27% | 6 |
|
|
2023
Q2 | $53.6M | Buy |
+2,045,584
| New | +$54.2M | 6.69% | 6 |
|
|
2023
Q1 | – | Sell |
-1,994,736
| Closed | -$51.7M | – | 83 |
|
|
2022
Q4 | $51.7M | Buy |
1,994,736
+139,518
| +8% | +$3.65M | 7.22% | 6 |
|
|
2022
Q3 | $48M | Buy |
1,855,218
+119,180
| +7% | +$3.31M | 7.68% | 4 |
|
|
2022
Q2 | $48.4M | Buy |
1,736,038
+231,038
| +15% | +$6.7M | 7.13% | 5 |
|
|
2022
Q1 | $45.7M | Buy |
1,505,000
+1,121,928
| +293% | +$34.4M | 6.68% | 5 |
|
|
2021
Q4 | $12M | Buy |
383,072
+244,536
| +177% | +$7.7M | 2.05% | 9 |
|
|
2021
Q3 | $4.33M | Buy |
138,536
+131,696
| +1,925% | +$4.16M | 0.82% | 20 |
|
|
2021
Q2 | $3.42K | Sell |
6,840
-61,710
| -90% | -$1.91M | 0.64% | 22 |
|
|
2021
Q1 | $2.1M | Sell |
68,550
-69,830
| -50% | -$2.15M | 0.41% | 27 |
|
|
2020
Q4 | $4.29M | Buy |
138,380
+10,558
| +8% | +$324K | 0.79% | 18 |
|
|
2020
Q3 | $3.94M | Buy |
127,822
+1,842
| +1% | +$56.4K | 0.81% | 16 |
|
|
2020
Q2 | $3.78M | Buy |
125,980
+1,168
| +0.9% | +$34.6K | 0.83% | 16 |
|
|
2020
Q1 | $3.59M | Sell |
124,812
-26,234
| -17% | -$751K | 0.9% | 17 |
|
|
2019
Q4 | $4.28M | Buy |
151,046
+6,060
| +4% | +$172K | 0.95% | 16 |
|
|
2019
Q3 | $4.12M | Buy |
144,986
+6,522
| +5% | +$185K | 1.01% | 16 |
|
|
2019
Q2 | $3.9M | Sell |
138,464
-826
| -0.6% | -$22.9K | 1.03% | 16 |
|
|
2019
Q1 | $3.83M | Buy |
139,290
+9,364
| +7% | +$253K | 1.04% | 16 |
|
|
2018
Q4 | $3.46M | Buy |
129,926
+4,226
| +3% | +$112K | 1.06% | 16 |
|
|
2018
Q3 | $3.39M | Buy |
125,700
+124,290
| +8,815% | +$3.38M | 1.14% | 18 |
|
|
2018
Q2 | $39K | Hold |
1,410
| – | – | 0.02% | 57 |
|
|
2018
Q1 | $39K | Hold |
1,410
| – | – | 0.02% | 106 |
|
|
2017
Q4 | $39 | Hold |
1,410
| – | – | 0.01% | 55 |
|
|
2017
Q3 | $39K | Buy |
+1,410
| New | +$39K | 0.02% | 55 |
|
Other funds holding SCHP
MERSOM
QCM
EW
Litman Gregory Wealth Management's SCHP Position: Q4 2025 in Review
Litman Gregory Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 21% in Q4 2025, selling an estimated $428K and leaving 61,635 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #67.
Litman Gregory Wealth Management first reported a position in SCHP in Q3 2017 and has held it in 33 quarters since. The position peaked at $53.6M in Q2 2023. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.
- Litman Gregory Wealth Management held 61,635 shares of Schwab US TIPS ETF worth $1.63M as of Q4 2025.
- Litman Gregory Wealth Management sold 15,955 Schwab US TIPS ETF shares in Q4 2025, an estimated $428K.
- Schwab US TIPS ETF made up 0.12% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #67 holding.
- Litman Gregory Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2017 and has held it in 33 quarters since.
- Litman Gregory Wealth Management's Schwab US TIPS ETF position peaked at $53.6M in Q2 2023.
- 712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.
Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.