Pinney & Scofield’s Schwab US TIPS ETF SCHP Stock Holding History

Pinney & Scofield’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	$13.8K	Buy	521 +6	+1%	+$160	0.01%	168
2026 Q1	$13.7K	Hold	515	–	–	0.01%	176
2025 Q4	$13.6K	Buy	515 +9	+2%	+$241	0.01%	162
2025 Q3	$13.6K	Buy	506 +5	+1%	+$134	0.01%	162
2025 Q2	$13.4K	Buy	501 +6	+1%	+$159	0.01%	161
2025 Q1	$13.3K	Buy	495 +1	+0.2%	+$26	0.01%	157
2024 Q4	$12.8K	Buy	+494	New	+$13K	0.01%	157

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pinney & Scofield's SCHP Position: Q2 2026 in Review

Pinney & Scofield increased its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q2 2026, buying an estimated $160 and bringing the position to 521 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #168.

Pinney & Scofield first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Pinney & Scofield held 521 shares of Schwab US TIPS ETF worth $13.8K as of Q2 2026.
Pinney & Scofield bought 6 Schwab US TIPS ETF shares in Q2 2026, an estimated $160.
Schwab US TIPS ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #168 holding.
Pinney & Scofield first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.