Lutz Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.3M | Buy |
2,341,905
+135,170
| +6% | +$3.61M | 4.19% | 8 |
|
|
2025
Q4 | $58.5M | Buy |
2,206,735
+216,519
| +11% | +$5.81M | 3.98% | 8 |
|
|
2025
Q3 | $53.6M | Buy |
1,990,216
+139,767
| +8% | +$3.74M | 3.88% | 8 |
|
|
2025
Q2 | $49.4M | Sell |
1,850,449
-31,876
| -2% | -$843K | 3.83% | 8 |
|
|
2025
Q1 | $50.6M | Buy |
1,882,325
+58,023
| +3% | +$1.53M | 4.14% | 8 |
|
|
2024
Q4 | $47.1M | Buy |
1,824,302
+50,344
| +3% | +$1.32M | 3.81% | 8 |
|
|
2024
Q3 | $47.6M | Buy |
1,773,958
+66,506
| +4% | +$1.76M | 3.86% | 8 |
|
|
2024
Q2 | $44.4M | Buy |
1,707,452
+50,326
| +3% | +$1.3M | 3.87% | 8 |
|
|
2024
Q1 | $43.2M | Buy |
1,657,126
+7,080
| +0.4% | +$184K | 3.77% | 8 |
|
|
2023
Q4 | $43.1M | Buy |
1,650,046
+130,960
| +9% | +$3.33M | 4.04% | 8 |
|
|
2023
Q3 | $38.3M | Buy |
1,519,086
+174,342
| +13% | +$4.49M | 4.18% | 8 |
|
|
2023
Q2 | $35.3M | Buy |
1,344,744
+74,068
| +6% | +$1.96M | 3.79% | 8 |
|
|
2023
Q1 | $34.1M | Buy |
1,270,676
+81,466
| +7% | +$2.14M | 3.89% | 8 |
|
|
2022
Q4 | $30.8M | Sell |
1,189,210
-181,274
| -13% | -$4.74M | 3.78% | 8 |
|
|
2022
Q3 | $35.5M | Buy |
1,370,484
+53,608
| +4% | +$1.49M | 4.85% | 6 |
|
|
2022
Q2 | $36.7M | Sell |
1,316,876
-332,462
| -20% | -$9.65M | 4.87% | 5 |
|
|
2022
Q1 | $50.1M | Buy |
1,649,338
+56,072
| +4% | +$1.72M | 6.17% | 5 |
|
|
2021
Q4 | $50.1M | Buy |
1,593,266
+70,104
| +5% | +$2.21M | 6.15% | 5 |
|
|
2021
Q3 | $47.7M | Buy |
1,523,162
+102,048
| +7% | +$3.22M | 6.19% | 5 |
|
|
2021
Q2 | $44.4M | Buy |
1,421,114
+126,856
| +10% | +$3.93M | 5.91% | 5 |
|
|
2021
Q1 | $39.6M | Buy |
1,294,258
+117,432
| +10% | +$3.62M | 5.86% | 5 |
|
|
2020
Q4 | $36.5M | Buy |
1,176,826
+136,058
| +13% | +$4.18M | 6% | 5 |
|
|
2020
Q3 | $32.1M | Buy |
1,040,768
+101,992
| +11% | +$3.12M | 6.18% | 6 |
|
|
2020
Q2 | $28.2M | Buy |
938,776
+142,744
| +18% | +$4.23M | 5.74% | 6 |
|
|
2020
Q1 | $22.9M | Buy |
796,032
+182,702
| +30% | +$5.23M | 5.09% | 7 |
|
|
2019
Q4 | $17.4M | Buy |
613,330
+135,790
| +28% | +$3.85M | 3.08% | 11 |
|
|
2019
Q3 | $13.6M | Buy |
477,540
+179,490
| +60% | +$5.09M | 2.6% | 13 |
|
|
2019
Q2 | $8.39M | Buy |
298,050
+152,266
| +104% | +$4.22M | 1.64% | 19 |
|
|
2019
Q1 | $4.01M | Sell |
145,784
-10,724
| -7% | -$289K | 0.82% | 24 |
|
|
2018
Q4 | $4.17M | Sell |
156,508
-5,218
| -3% | -$139K | 0.93% | 26 |
|
|
2018
Q3 | $4.36M | Buy |
161,726
+19,476
| +14% | +$530K | 0.96% | 21 |
|
|
2018
Q2 | $3.9M | Buy |
142,250
+10,426
| +8% | +$284K | 1.11% | 19 |
|
|
2018
Q1 | $3.62M | Sell |
131,824
-1,554
| -1% | -$42.5K | 1.07% | 20 |
|
|
2017
Q4 | $3.7M | Buy |
+133,378
| New | +$3.69M | 1.08% | 20 |
|
Other funds holding SCHP
MERSOM
QCM
EW
Lutz Financial Services's SCHP Position: Q1 2026 in Review
Lutz Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 6.1% in Q1 2026, buying an estimated $3.61M and bringing the position to 2,341,905 shares worth $62.3M. The position accounts for 4.19% of the portfolio, ranked #8.
Lutz Financial Services first reported a position in SCHP in Q4 2017 and has held it in 34 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.
- Lutz Financial Services held 2,341,905 shares of Schwab US TIPS ETF worth $62.3M as of Q1 2026.
- Lutz Financial Services bought 135,170 Schwab US TIPS ETF shares in Q1 2026, an estimated $3.61M.
- Schwab US TIPS ETF made up 4.19% of Lutz Financial Services's portfolio in Q1 2026, its #8 holding.
- Lutz Financial Services first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 34 quarters since.
- 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.