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 Q2	$685K	Sell	25,835 -2,982	-10%	-$79.6K	0.22%	66
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 $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

Plum Street Advisors's SCHP Position: Q2 2026 in Review

Plum Street Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 10% in Q2 2026, selling an estimated $79.6K and leaving 25,835 shares worth $685K. The position accounts for 0.22% of the portfolio, ranked #66.

Plum Street Advisors first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q4 2023. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Plum Street Advisors held 25,835 shares of Schwab US TIPS ETF worth $685K as of Q2 2026.
Plum Street Advisors sold 2,982 Schwab US TIPS ETF shares in Q2 2026, an estimated $79.6K.
Schwab US TIPS ETF made up 0.22% of Plum Street Advisors's portfolio in Q2 2026, its #66 holding.
Plum Street Advisors first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's Schwab US TIPS ETF position peaked at $1.97M in Q4 2023.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.