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 Q2	$10.6M	Buy	398,250 +51,776	+15%	+$1.38M	1.45%	15
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 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

Proffitt & Goodson's SCHP Position: Q2 2026 in Review

Proffitt & Goodson increased its Schwab US TIPS ETF (SCHP) stake by 15% in Q2 2026, buying an estimated $1.38M and bringing the position to 398,250 shares worth $10.6M. The position accounts for 1.45% of the portfolio, ranked #15.

Proffitt & Goodson first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q4 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Proffitt & Goodson held 398,250 shares of Schwab US TIPS ETF worth $10.6M as of Q2 2026.
Proffitt & Goodson bought 51,776 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.38M.
Schwab US TIPS ETF made up 1.45% of Proffitt & Goodson's portfolio in Q2 2026, its #15 holding.
Proffitt & Goodson first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Proffitt & Goodson's Schwab US TIPS ETF position peaked at $14.8M in Q4 2025.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.