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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
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

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
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 $1.56T 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mather Group's SCHP Position: Q1 2026 in Review

Mather Group opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 38 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1772 among its holdings. This is a return to the name: Mather Group previously reported a position in SCHP as recently as Q3 2025.

Mather Group first reported a position in SCHP in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.65M in Q2 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Mather Group held 38 shares of Schwab US TIPS ETF worth $1.01K as of Q1 2026.
  • Schwab US TIPS ETF was a new Mather Group position in Q1 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1772 holding.
  • Mather Group first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 12 quarters since.
  • Mather Group's Schwab US TIPS ETF position peaked at $3.65M in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.