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 Q3	$13.4K	Buy	531 +10	+2%	+$259	0.01%	178
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Cerity Partners OCIO New York $1.89B AUM 17.33% 1-Year Est. Return

Pinney & Scofield's SCHP Position: Q3 2026 in Review

Pinney & Scofield increased its Schwab US TIPS ETF (SCHP) stake by 1.9% in Q3 2026, buying an estimated $259 and bringing the position to 531 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #178.

Pinney & Scofield first reported a position in SCHP in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.8K in Q2 2026. 684 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Pinney & Scofield held 531 shares of Schwab US TIPS ETF worth $13.4K as of Q3 2026.
Pinney & Scofield bought 10 Schwab US TIPS ETF shares in Q3 2026, an estimated $259.
Schwab US TIPS ETF made up 0.01% of Pinney & Scofield's portfolio in Q3 2026, its #178 holding.
Pinney & Scofield first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 8 quarters since.
Pinney & Scofield's Schwab US TIPS ETF position peaked at $13.8K in Q2 2026.
684 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.