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Pine Haven Investment Counsel’s Schwab US TIPS ETF SCHP Stock Holding History

Pine Haven Investment Counsel’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 		$1.27M Buy
47,757
+1,790
+4% +$47.8K 0.85% 33
2026
Q1 		$1.22M Buy
45,967
+3,775
+9% +$101K 0.9% 30
2025
Q4 		$1.12M Buy
42,192
+390
+0.9% +$10.5K 0.8% 36
2025
Q3 		$1.13M Buy
41,802
+1,053
+3% +$28.2K 0.81% 35
2025
Q2 		$1.09M Buy
40,749
+690
+2% +$18.3K 0.85% 35
2025
Q1 		$1.08M Sell
40,059
-2,910
-7% -$76.5K 0.9% 29
2024
Q4 		$1.11M Buy
42,969
+1,689
+4% +$44.4K 0.91% 33
2024
Q3 		$1.11M Sell
41,280
-68
-0.2% -$1.8K 0.9% 30
2024
Q2 		$1.08M Buy
41,348
+28
+0.1% +$724 0.92% 31
2024
Q1 		$1.08M Buy
41,320
+660
+2% +$17.1K 0.95% 29
2023
Q4 		$1.06M Buy
40,660
+200
+0.5% +$5.09K 0.99% 28
2023
Q3 		$1.02M Buy
40,460
+1,990
+5% +$51.3K 1.06% 24
2023
Q2 		$1.01M Buy
38,470
+1,470
+4% +$39K 1.01% 26
2023
Q1 		$992K Buy
37,000
+1,434
+4% +$37.7K 1.04% 25
2022
Q4 		$921K Buy
35,566
+634
+2% +$16.6K 1.01% 27
2022
Q3 		$905K Buy
34,932
+1,274
+4% +$35.4K 1.1% 24
2022
Q2 		$939K Buy
33,658
+346
+1% +$10K 1.1% 24
2022
Q1 		$1.01M Buy
33,312
+162
+0.5% +$4.97K 0.99% 26
2021
Q4 		$1.04M Buy
+33,150
New +$1.04M 0.97% 29

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Pine Haven Investment Counsel's SCHP Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its Schwab US TIPS ETF (SCHP) stake by 3.9% in Q2 2026, buying an estimated $47.8K and bringing the position to 47,757 shares worth $1.27M. The position accounts for 0.85% of the portfolio, ranked #33.

Pine Haven Investment Counsel first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. 189 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Pine Haven Investment Counsel held 47,757 shares of Schwab US TIPS ETF worth $1.27M as of Q2 2026.
  • Pine Haven Investment Counsel bought 1,790 Schwab US TIPS ETF shares in Q2 2026, an estimated $47.8K.
  • Schwab US TIPS ETF made up 0.85% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #33 holding.
  • Pine Haven Investment Counsel first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • 189 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.