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McAdam LLC’s Schwab US TIPS ETF SCHP Stock Holding History

McAdam LLC’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 		$15.7M Buy
592,741
+219,300
+59% +$5.85M 0.61% 20
2026
Q1 		$9.94M Buy
373,441
+17,053
+5% +$455K 0.45% 31
2025
Q4 		$9.44M Buy
356,388
+33,458
+10% +$897K 0.43% 32
2025
Q3 		$8.7M Buy
322,930
+18,893
+6% +$506K 0.43% 32
2025
Q2 		$8.11M Buy
304,037
+58,181
+24% +$1.54M 0.44% 32
2025
Q1 		$6.61M Sell
245,856
-38,676
-14% -$1.02M 0.41% 32
2024
Q4 		$7.35M Buy
284,532
+3,512
+1% +$92.3K 0.4% 38
2024
Q3 		$7.54M Sell
281,020
-106,926
-28% -$2.82M 0.42% 36
2024
Q2 		$10.1M Buy
387,946
+18,602
+5% +$481K 0.61% 27
2024
Q1 		$9.63M Buy
369,344
+17,810
+5% +$462K 0.62% 26
2023
Q4 		$9.18M Sell
351,534
-229,904
-40% -$5.85M 0.66% 26
2023
Q3 		$14.7M Buy
581,438
+9,580
+2% +$247K 1.2% 15
2023
Q2 		$15M Buy
571,858
+33,324
+6% +$883K 1.24% 14
2023
Q1 		$14.4M Sell
538,534
-37,198
-6% -$979K 1.3% 14
2022
Q4 		$18.1M Buy
575,732
+37,258
+7% +$975K 1.79% 11
2022
Q3 		$13.9M Buy
538,474
+722
+0.1% +$20.1K 1.51% 12
2022
Q2 		$15M Sell
537,752
-52,222
-9% -$1.52M 1.59% 11
2022
Q1 		$17.9M Buy
589,974
+14,242
+2% +$437K 1.69% 11
2021
Q4 		$18.1M Buy
575,732
+34,456
+6% +$1.08M 1.79% 11
2021
Q3 		$16.9M Buy
541,276
+115,958
+27% +$3.66M 1.88% 11
2021
Q2 		$13.6M Buy
425,318
+76,154
+22% +$2.36M 1.54% 12
2021
Q1 		$10.7M Buy
349,164
+20,202
+6% +$622K 1.51% 13
2020
Q4 		$10.1M Buy
328,962
+210,858
+179% +$6.48M 1.55% 13
2020
Q3 		$3.64M Buy
118,104
+9,060
+8% +$277K 0.69% 27
2020
Q2 		$3.27M Buy
109,044
+6,280
+6% +$186K 0.7% 26
2020
Q1 		$2.96M Buy
102,764
+1,452
+1% +$41.6K 0.79% 26
2019
Q4 		$2.87M Buy
101,312
+6,852
+7% +$194K 0.69% 26
2019
Q3 		$2.68M Sell
94,460
-7,044
-7% -$200K 0.73% 25
2019
Q2 		$2.86M Buy
101,504
+9,604
+10% +$266K 0.85% 25
2019
Q1 		$2.53M Buy
91,900
+8,044
+10% +$217K 0.84% 25
2018
Q4 		$2.23M Buy
83,856
+63,458
+311% +$1.69M 0.88% 25
2018
Q3 		$549K Buy
20,398
+12
+0.1% +$327 0.2% 39
2018
Q2 		$560K Buy
20,386
+4,370
+27% +$119K 0.23% 35
2018
Q1 		$439K Buy
16,016
+4,818
+43% +$132K 0.2% 37
2017
Q4 		$309K Hold
11,198
– – 0.22% 36
2017
Q3 		$309K Buy
11,198
+254
+2% +$7.03K 0.22% 36
2017
Q2 		$301K Buy
10,944
+1,642
+18% +$45.5K 0.24% 37
2017
Q1 		$258K Sell
9,302
-56
-0.6% -$1.55K 0.24% 36
2016
Q4 		$257K Buy
+9,358
New +$261K 0.25% 41

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

McAdam LLC's SCHP Position: Q2 2026 in Review

McAdam LLC increased its Schwab US TIPS ETF (SCHP) stake by 59% in Q2 2026, buying an estimated $5.85M and bringing the position to 592,741 shares worth $15.7M. The position accounts for 0.61% of the portfolio, ranked #20.

McAdam LLC first reported a position in SCHP in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.1M in Q4 2022. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • McAdam LLC held 592,741 shares of Schwab US TIPS ETF worth $15.7M as of Q2 2026.
  • McAdam LLC bought 219,300 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.85M.
  • Schwab US TIPS ETF made up 0.61% of McAdam LLC's portfolio in Q2 2026, its #20 holding.
  • McAdam LLC first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 39 quarters since.
  • McAdam LLC's Schwab US TIPS ETF position peaked at $18.1M in Q4 2022.
  • 783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.