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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Mather Group's SCHP Position: Q2 2026 in Review

Mather Group increased its Schwab US TIPS ETF (SCHP) stake by 2.6% in Q2 2026, buying an estimated $27 and bringing the position to 39 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Mather Group first reported a position in SCHP in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.65M in Q2 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Mather Group held 39 shares of Schwab US TIPS ETF worth $1.03K as of Q2 2026.
Mather Group bought 1 Schwab US TIPS ETF share in Q2 2026, an estimated $27.
Schwab US TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1798 holding.
Mather Group first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 13 quarters since.
Mather Group's Schwab US TIPS ETF position peaked at $3.65M in Q2 2022.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.