North Star Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

North Star Investment Management’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	$11.6K	Hold	437	–	–	﹤0.01%	993
2025 Q4	$11.6K	Hold	437	–	–	﹤0.01%	931
2025 Q3	$11.8K	Hold	437	–	–	﹤0.01%	885
2025 Q2	$11.7K	Buy	+437	New	+$11.6K	﹤0.01%	867
2023 Q3	–	Sell	-3,244	Closed	-$85K	–	1301
2023 Q2	$85K	Buy	3,244 +26	+0.8%	+$689	0.01%	525
2023 Q1	$86.3K	Hold	3,218	–	–	0.01%	532
2022 Q4	$83.3K	Sell	3,218 -74	-2%	-$1.94K	0.01%	514
2022 Q3	$85K	Buy	3,292 +202	+7%	+$5.62K	0.01%	464
2022 Q2	$86K	Buy	3,090 +66	+2%	+$1.92K	0.01%	468
2022 Q1	$92K	Buy	3,024 +12	+0.4%	+$368	0.01%	478
2021 Q4	$95K	Buy	+3,012	New	+$94.8K	0.01%	492

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

North Star Investment Management's SCHP Position: Q1 2026 in Review

North Star Investment Management held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 437 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

North Star Investment Management first reported a position in SCHP in Q4 2021 and has held it in 11 quarters since. The position peaked at $95K in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

North Star Investment Management held 437 shares of Schwab US TIPS ETF worth $11.6K as of Q1 2026.
North Star Investment Management left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #993 holding.
North Star Investment Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 11 quarters since.
North Star Investment Management's Schwab US TIPS ETF position peaked at $95K in Q4 2021.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.