MP
SCHP icon

McDonald Partners’s Schwab US TIPS ETF SCHP Stock Holding History

McDonald Partners’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 		$474K Buy
17,804
+8,439
+90% +$225K 0.11% 143
2025
Q4 		$248K Buy
9,365
+972
+12% +$26.1K 0.08% 190
2025
Q3 		$226K Buy
+8,393
New +$225K 0.07% 215
2022
Q1 		– Sell
-52
Closed -$1.64K – 607
2021
Q4 		$1.64K Buy
+52
New +$1.64K ﹤0.01% 380

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

McDonald Partners's SCHP Position: Q1 2026 in Review

McDonald Partners increased its Schwab US TIPS ETF (SCHP) stake by 90% in Q1 2026, buying an estimated $225K and bringing the position to 17,804 shares worth $474K. The position accounts for 0.11% of the portfolio, ranked #143.

McDonald Partners first reported a position in SCHP in Q4 2021 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • McDonald Partners held 17,804 shares of Schwab US TIPS ETF worth $474K as of Q1 2026.
  • McDonald Partners bought 8,439 Schwab US TIPS ETF shares in Q1 2026, an estimated $225K.
  • Schwab US TIPS ETF made up 0.11% of McDonald Partners's portfolio in Q1 2026, its #143 holding.
  • McDonald Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.