McDonald Partners
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
Q3 		$498K Buy
19,798
+1,122
+6% +$29.1K 0.12% 147
2026
Q2 		$495K Buy
18,676
+872
+5% +$23.3K 0.12% 150
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

Wealthfront Advisers
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Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

McDonald Partners's SCHP Position: Q3 2026 in Review

McDonald Partners increased its Schwab US TIPS ETF (SCHP) stake by 6% in Q3 2026, buying an estimated $29.1K and bringing the position to 19,798 shares worth $498K. The position accounts for 0.12% of the portfolio, ranked #147.

McDonald Partners first reported a position in SCHP in Q4 2021 and has held it in 6 quarters since. 547 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • McDonald Partners held 19,798 shares of Schwab US TIPS ETF worth $498K as of Q3 2026.
  • McDonald Partners bought 1,122 Schwab US TIPS ETF shares in Q3 2026, an estimated $29.1K.
  • Schwab US TIPS ETF made up 0.12% of McDonald Partners's portfolio in Q3 2026, its #147 holding.
  • McDonald Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 6 quarters since.
  • 547 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.