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Pinkerton Retirement Specialists’s Schwab US TIPS ETF SCHP Stock Holding History

Pinkerton Retirement Specialists’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 		$910K Sell
34,345
-1,032
-3% -$27.5K 0.08% 110
2025
Q4 		$937K Sell
35,377
-3,272
-8% -$87.8K 0.1% 109
2025
Q3 		$1.04M Buy
38,649
+665
+2% +$17.8K 0.11% 102
2025
Q2 		$1.01M Buy
37,984
+6,834
+22% +$181K 0.12% 99
2025
Q1 		$838K Buy
31,150
+1,996
+7% +$52.5K 0.11% 72
2024
Q4 		$753K Buy
29,154
+2,980
+11% +$78.3K 0.11% 98
2024
Q3 		$702K Buy
26,174
+1,656
+7% +$43.7K 0.1% 84
2024
Q2 		$638K Buy
24,518
+922
+4% +$23.8K 0.1% 86
2024
Q1 		$615K Buy
23,596
+1,828
+8% +$47.4K 0.1% 84
2023
Q4 		$568K Buy
21,768
+304
+1% +$7.73K 0.11% 90
2023
Q3 		$542K Buy
21,464
+740
+4% +$19.1K 0.12% 89
2023
Q2 		$543K Sell
20,724
-11,544
-36% -$306K 0.11% 107
2023
Q1 		$865K Buy
32,268
+870
+3% +$22.9K 0.16% 94
2022
Q4 		$813K Buy
31,398
+2,664
+9% +$69.7K 0.18% 82
2022
Q3 		$744K Sell
28,734
-5,602
-16% -$156K 0.29% 73
2022
Q2 		$958K Sell
34,336
-1,682
-5% -$48.8K 0.29% 69
2022
Q1 		$1.09M Buy
36,018
+792
+2% +$24.3K 0.24% 73
2021
Q4 		$1.11M Buy
35,226
+11,364
+48% +$358K 0.19% 71
2021
Q3 		$747K Buy
23,862
+1,284
+6% +$40.5K 0.14% 84
2021
Q2 		$706K Sell
22,578
-12,674
-36% -$393K 0.14% 82
2021
Q1 		$1.08M Buy
35,252
+1,392
+4% +$42.9K 0.23% 79
2020
Q4 		$1.05M Buy
33,860
+3,418
+11% +$105K 0.25% 77
2020
Q3 		$938K Buy
30,442
+19,374
+175% +$593K 0.26% 74
2020
Q2 		$332K Buy
+11,068
New +$328K 0.11% 77

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

Pinkerton Retirement Specialists's SCHP Position: Q1 2026 in Review

Pinkerton Retirement Specialists reduced its Schwab US TIPS ETF (SCHP) stake by 2.9% in Q1 2026, selling an estimated $27.5K and leaving 34,345 shares worth $910K. The position accounts for 0.08% of the portfolio, ranked #110.

Pinkerton Retirement Specialists first reported a position in SCHP in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Pinkerton Retirement Specialists held 34,345 shares of Schwab US TIPS ETF worth $910K as of Q1 2026.
  • Pinkerton Retirement Specialists sold 1,032 Schwab US TIPS ETF shares in Q1 2026, an estimated $27.5K.
  • Schwab US TIPS ETF made up 0.08% of Pinkerton Retirement Specialists's portfolio in Q1 2026, its #110 holding.
  • Pinkerton Retirement Specialists first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 24 quarters since.
  • Pinkerton Retirement Specialists's Schwab US TIPS ETF position peaked at $1.11M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2026, filed 9 Apr 2026.