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Marotta Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Marotta Asset 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 		$14M Buy
534,371
+26,762
+5% +$714K 2.33% 14
2026
Q1 		$13.5M Buy
507,609
+1,073
+0.2% +$28.6K 2.48% 13
2025
Q4 		$13.4M Buy
506,536
+23,599
+5% +$633K 2.48% 12
2025
Q3 		$13M Buy
482,937
+19,783
+4% +$529K 2.45% 12
2025
Q2 		$12.4M Buy
463,154
+217,987
+89% +$5.77M 2.48% 12
2025
Q1 		$13.1M Sell
245,167
-237,340
-49% -$6.24M 2.58% 12
2024
Q4 		$12.5M Sell
482,507
-7,827
-2% -$206K 2.61% 12
2024
Q3 		$13.1M Buy
490,334
+26,636
+6% +$703K 2.58% 12
2024
Q2 		$12M Sell
463,698
-5,842
-1% -$151K 2.47% 12
2024
Q1 		$12.2M Buy
469,540
+18,674
+4% +$484K 2.53% 12
2023
Q4 		$11.8M Sell
450,866
-9,948
-2% -$253K 2.53% 12
2023
Q3 		$11.6M Buy
460,814
+21,226
+5% +$547K 2.69% 11
2023
Q2 		$11.5M Buy
+439,588
New +$11.7M 2.57% 11
2022
Q4 		$11.7M Buy
452,106
+17,792
+4% +$465K 2.82% 11
2022
Q3 		$11.2M Sell
434,314
-11,452
-3% -$318K 2.94% 11
2022
Q2 		$12.6M Sell
445,766
-8,274
-2% -$240K 3.09% 11
2022
Q1 		$13.8M Buy
454,040
+90
+0% +$2.76K 3.21% 11
2021
Q4 		$14.3M Buy
453,950
+8,620
+2% +$271K 3.23% 11
2021
Q3 		$13.9M Buy
445,330
+74
+0% +$2.33K 3.37% 11
2021
Q2 		$13.9M Sell
445,256
-117,704
-21% -$3.65M 3.32% 11
2021
Q1 		$17.2M Buy
562,960
+30,474
+6% +$939K 4.41% 9
2020
Q4 		$16.5M Buy
532,486
+39,490
+8% +$1.21M 4.36% 8
2020
Q3 		$15.2M Buy
492,996
+58,228
+13% +$1.78M 4.61% 6
2020
Q2 		$13M Sell
434,768
-21,650
-5% -$641K 4.18% 7
2020
Q1 		$13.2M Sell
456,418
-51,378
-10% -$1.47M 5.07% 5
2019
Q4 		$14.6M Buy
+507,796
New +$14.4M 4.48% 8

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Marotta Asset Management's SCHP Position: Q2 2026 in Review

Marotta Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 5.3% in Q2 2026, buying an estimated $714K and bringing the position to 534,371 shares worth $14M. The position accounts for 2.33% of the portfolio, ranked #14.

Marotta Asset Management first reported a position in SCHP in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.2M in Q1 2021. 789 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Marotta Asset Management held 534,371 shares of Schwab US TIPS ETF worth $14M as of Q2 2026.
  • Marotta Asset Management bought 26,762 Schwab US TIPS ETF shares in Q2 2026, an estimated $714K.
  • Schwab US TIPS ETF made up 2.33% of Marotta Asset Management's portfolio in Q2 2026, its #14 holding.
  • Marotta Asset Management first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's Schwab US TIPS ETF position peaked at $17.2M in Q1 2021.
  • 789 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.