MYeCFO
SCHP icon

MYeCFO’s Schwab US TIPS ETF SCHP Stock Holding History

MYeCFO’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 		$591K Sell
23,528
-1,140
-5% -$29.5K 0.22% 43
2026
Q2 		$654K Sell
24,668
-1,820
-7% -$48.6K 0.25% 42
2026
Q1 		$705K Buy
26,488
+1,000
+4% +$26.7K 0.29% 36
2025
Q4 		$675K Sell
25,488
-3,350
-12% -$89.9K 0.29% 40
2025
Q3 		$777K Sell
28,838
-4,854
-14% -$130K 0.35% 33
2025
Q2 		$899K Sell
33,692
-2,408
-7% -$63.7K 0.44% 32
2025
Q1 		$971K Buy
36,100
+1,900
+6% +$50K 0.51% 30
2024
Q4 		$883K Sell
34,200
-2,540
-7% -$66.8K 0.48% 33
2024
Q3 		$985K Buy
36,740
+1,240
+3% +$32.7K 0.53% 29
2024
Q2 		$923K Sell
35,500
-922
-3% -$23.8K 0.53% 29
2024
Q1 		$950K Sell
36,422
-1,640
-4% -$42.5K 0.56% 28
2023
Q4 		$993K Buy
38,062
+1,912
+5% +$48.6K 0.63% 28
2023
Q3 		$913K Sell
36,150
-3,492
-9% -$90K 0.63% 28
2023
Q2 		$1.04M Buy
39,642
+1,280
+3% +$33.9K 0.76% 25
2023
Q1 		$1.03M Sell
38,362
-5,020
-12% -$132K 0.77% 21
2022
Q4 		$1.13M Buy
+43,382
New +$1.13M 0.93% 20

Other funds holding SCHP

Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

MYeCFO's SCHP Position: Q3 2026 in Review

MYeCFO reduced its Schwab US TIPS ETF (SCHP) stake by 4.6% in Q3 2026, selling an estimated $29.5K and leaving 23,528 shares worth $591K. The position accounts for 0.22% of the portfolio, ranked #43.

MYeCFO first reported a position in SCHP in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.13M in Q4 2022. 352 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • MYeCFO held 23,528 shares of Schwab US TIPS ETF worth $591K as of Q3 2026.
  • MYeCFO sold 1,140 Schwab US TIPS ETF shares in Q3 2026, an estimated $29.5K.
  • Schwab US TIPS ETF made up 0.22% of MYeCFO's portfolio in Q3 2026, its #43 holding.
  • MYeCFO first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 16 quarters since.
  • MYeCFO's Schwab US TIPS ETF position peaked at $1.13M in Q4 2022.
  • 352 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.