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Patten Group’s Schwab US TIPS ETF SCHP Stock Holding History

Patten Group’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 		$3M Buy
112,684
+18,438
+20% +$492K 0.52% 52
2025
Q4 		$2.5M Buy
94,246
+7,859
+9% +$211K 0.46% 60
2025
Q3 		$2.33M Buy
86,387
+10,960
+15% +$293K 0.45% 61
2025
Q2 		$2.01M Buy
75,427
+33,983
+82% +$899K 0.43% 73
2025
Q1 		$1.11M Sell
41,444
-1,067
-3% -$28.1K 0.26% 113
2024
Q4 		$1.1M Buy
+42,511
New +$1.12M 0.24% 114
2019
Q1 		– Sell
-6,624
Closed -$176K – 463
2018
Q4 		$176K Sell
6,624
-2,660
-29% -$70.8K 0.08% 179
2018
Q3 		$250K Buy
9,284
+318
+4% +$8.66K 0.1% 181
2018
Q2 		$246K Buy
8,966
+22
+0.2% +$600 0.1% 178
2018
Q1 		$245K Sell
8,944
-12
-0.1% -$328 0.1% 180
2017
Q4 		$248K Sell
8,956
-194
-2% -$5.37K 0.1% 181
2017
Q3 		$253K Buy
9,150
+28
+0.3% +$775 0.1% 176
2017
Q2 		$252K Sell
9,122
-1,102
-11% -$30.6K 0.1% 176
2017
Q1 		$283K Sell
10,224
-3,142
-24% -$86.8K 0.12% 155
2016
Q4 		$369K Buy
13,366
+580
+5% +$16.2K 0.17% 126
2016
Q3 		$361K Sell
12,786
-1,242
-9% -$35.2K 0.17% 127
2016
Q2 		$396K Buy
14,028
+764
+6% +$21.2K 0.19% 116
2016
Q1 		$368K Sell
13,264
-568
-4% -$15.4K 0.17% 121
2015
Q4 		$367K Buy
13,832
+3,632
+36% +$97.4K 0.18% 118
2015
Q3 		$274K Buy
10,200
+1,020
+11% +$27.5K 0.14% 140
2015
Q2 		$249K Buy
+9,180
New +$251K 0.12% 156

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

Patten Group's SCHP Position: Q1 2026 in Review

Patten Group increased its Schwab US TIPS ETF (SCHP) stake by 20% in Q1 2026, buying an estimated $492K and bringing the position to 112,684 shares worth $3M. The position accounts for 0.52% of the portfolio, ranked #52.

Patten Group first reported a position in SCHP in Q2 2015 and has held it in 21 quarters since. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Patten Group held 112,684 shares of Schwab US TIPS ETF worth $3M as of Q1 2026.
  • Patten Group bought 18,438 Schwab US TIPS ETF shares in Q1 2026, an estimated $492K.
  • Schwab US TIPS ETF made up 0.52% of Patten Group's portfolio in Q1 2026, its #52 holding.
  • Patten Group first reported a position in Schwab US TIPS ETF in Q2 2015 and has held it in 21 quarters since.
  • 730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.