Mather Group
SCHP icon

Mather Group’s Schwab US TIPS ETF SCHP Stock Holding History

Mather Group’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
Q3 		$298K Buy
11,854
+11,815
+30,295% +$306K ﹤0.01% 683
2026
Q2 		$1.03K Buy
39
+1
+3% +$27 ﹤0.01% 1798
2026
Q1 		$1.01K Buy
+38
New +$1.01K ﹤0.01% 1772
2025
Q4 		– Sell
-216
Closed -$5.81K – 1465
2025
Q3 		$5.81K Buy
+216
New +$5.78K ﹤0.01% 1365
2025
Q2 		– Sell
-845
Closed -$22.7K – 1513
2025
Q1 		$22.7K Buy
845
+807
+2,124% +$21.2K ﹤0.01% 1065
2024
Q4 		$982 Sell
38
-776
-95% -$20.4K ﹤0.01% 1617
2024
Q3 		$21.8K Buy
814
+646
+385% +$17.1K ﹤0.01% 1046
2024
Q2 		$4.39K Sell
168
-862
-84% -$22.3K ﹤0.01% 1660
2024
Q1 		$26.9K Buy
+1,030
New +$26.7K ﹤0.01% 998
2022
Q4 		– Sell
-132,910
Closed -$3.44M – 508
2022
Q3 		$3.44M Buy
132,910
+1,936
+1% +$53.8K 0.07% 95
2022
Q2 		$3.65M Buy
130,974
+74,028
+130% +$2.15M 0.08% 86
2022
Q1 		$1.73M Buy
56,946
+46,754
+459% +$1.43M 0.03% 123
2021
Q4 		$320K Buy
+10,192
New +$321K 0.01% 292
2021
Q3 		– Sell
-8,932
Closed -$279K – 300
2021
Q2 		$279K Buy
+8,932
New +$277K 0.01% 223

Other funds holding SCHP

Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Mather Group's SCHP Position: Q3 2026 in Review

Mather Group increased its Schwab US TIPS ETF (SCHP) stake by 30,295% in Q3 2026, buying an estimated $306K and bringing the position to 11,854 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Mather Group first reported a position in SCHP in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.65M in Q2 2022. 233 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Mather Group held 11,854 shares of Schwab US TIPS ETF worth $298K as of Q3 2026.
  • Mather Group bought 11,815 Schwab US TIPS ETF shares in Q3 2026, an estimated $306K.
  • Schwab US TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #683 holding.
  • Mather Group first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 14 quarters since.
  • Mather Group's Schwab US TIPS ETF position peaked at $3.65M in Q2 2022.
  • 233 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.