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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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. 127 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.
127 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.