Plum Street Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Plum Street Advisors’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	$767K	Sell	28,817 -3,067	-10%	-$81.8K	0.27%	57
2025 Q4	$845K	Sell	31,884 -449	-1%	-$12K	0.3%	56
2025 Q3	$871K	Sell	32,333 -256	-0.8%	-$6.85K	0.34%	53
2025 Q2	$869K	Sell	32,589 -3,200	-9%	-$84.7K	0.38%	48
2025 Q1	$962K	Sell	35,789 -1,466	-4%	-$38.5K	0.46%	45
2024 Q4	$962K	Sell	37,255 -4,463	-11%	-$117K	0.48%	45
2024 Q3	$1.12M	Sell	41,718 -7,790	-16%	-$206K	0.57%	38
2024 Q2	$1.29M	Buy	49,508 +7,790	+19%	+$201K	0.75%	35
2024 Q1	$1.12M	Sell	41,718 -33,952	-45%	-$881K	0.57%	38
2023 Q4	$1.97M	Buy	+75,670	New	+$1.92M	1.32%	18

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Plum Street Advisors's SCHP Position: Q1 2026 in Review

Plum Street Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 9.6% in Q1 2026, selling an estimated $81.8K and leaving 28,817 shares worth $767K. The position accounts for 0.27% of the portfolio, ranked #57.

Plum Street Advisors first reported a position in SCHP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Plum Street Advisors held 28,817 shares of Schwab US TIPS ETF worth $767K as of Q1 2026.
Plum Street Advisors sold 3,067 Schwab US TIPS ETF shares in Q1 2026, an estimated $81.8K.
Schwab US TIPS ETF made up 0.27% of Plum Street Advisors's portfolio in Q1 2026, its #57 holding.
Plum Street Advisors first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 10 quarters since.
Plum Street Advisors's Schwab US TIPS ETF position peaked at $1.97M in Q4 2023.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.