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Proffitt & Goodson’s Schwab US TIPS ETF SCHP Stock Holding History

Proffitt & Goodson’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 		$9.22M Sell
346,474
-211,011
-38% -$5.63M 1.42% 16
2025
Q4 		$14.8M Buy
557,485
+21,571
+4% +$579K 2.06% 12
2025
Q3 		$14.4M Buy
535,914
+13,552
+3% +$363K 2.07% 12
2025
Q2 		$13.9M Buy
522,362
+6,337
+1% +$168K 2.12% 12
2025
Q1 		$13.9M Buy
516,025
+39,934
+8% +$1.05M 2.28% 12
2024
Q4 		$12.3M Buy
476,091
+12,483
+3% +$328K 2.04% 13
2024
Q3 		$12.4M Buy
463,608
+10,918
+2% +$288K 2.04% 13
2024
Q2 		$11.8M Sell
452,690
-4,748
-1% -$123K 2.08% 12
2024
Q1 		$11.9M Buy
457,438
+2,652
+0.6% +$68.8K 2.12% 12
2023
Q4 		$11.9M Buy
+454,786
New +$11.6M 2.23% 12

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