Maltin Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Maltin Wealth 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 Q1	$2.84M	Buy	106,853 +3,423	+3%	+$91.3K	1.09%	36
2025 Q4	$2.74M	Buy	103,430 +12,737	+14%	+$342K	1.09%	37
2025 Q3	$2.44M	Buy	90,693 +1,170	+1%	+$31.3K	1.01%	37
2025 Q2	$2.39M	Buy	89,523 +3,798	+4%	+$100K	1.07%	36
2025 Q1	$2.31M	Buy	85,725 +10,865	+15%	+$286K	1.08%	35
2024 Q4	$1.93M	Buy	74,860 +1,794	+2%	+$47.1K	0.95%	36
2024 Q3	$1.96M	Buy	73,066 +8,566	+13%	+$226K	0.95%	38
2024 Q2	$1.68M	Buy	64,500 +4,254	+7%	+$110K	0.9%	38
2024 Q1	$1.57M	Buy	60,246 +15,764	+35%	+$409K	0.88%	37
2023 Q4	$1.16M	Buy	44,482 +16,932	+61%	+$431K	0.74%	44
2023 Q3	$695K	Buy	27,550 +14,030	+104%	+$362K	0.49%	63
2023 Q2	$354K	Buy	13,520 +864	+7%	+$22.9K	0.25%	78
2023 Q1	$339K	Buy	12,656 +490	+4%	+$12.9K	0.24%	79
2022 Q4	$315K	Buy	+12,166	New	+$318K	0.23%	78

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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 $1.47T 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

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return