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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
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

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

McDonald Partners's SCHP Position: Q2 2026 in Review

McDonald Partners increased its Schwab US TIPS ETF (SCHP) stake by 4.9% in Q2 2026, buying an estimated $23.3K and bringing the position to 18,676 shares worth $495K. The position accounts for 0.12% of the portfolio, ranked #150.

McDonald Partners first reported a position in SCHP in Q4 2021 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • McDonald Partners held 18,676 shares of Schwab US TIPS ETF worth $495K as of Q2 2026.
  • McDonald Partners bought 872 Schwab US TIPS ETF shares in Q2 2026, an estimated $23.3K.
  • Schwab US TIPS ETF made up 0.12% of McDonald Partners's portfolio in Q2 2026, its #150 holding.
  • McDonald Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 5 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.