Ridgewood Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Ridgewood Investments’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	$1.08M	Buy	+40,717	New	+$1.09M	0.4%	78
2025 Q1	–	Sell	-200	Closed	-$5.17K	–	735
2024 Q4	$5.17K	Hold	200	–	–	﹤0.01%	577
2024 Q3	$5.36K	Hold	200	–	–	﹤0.01%	582
2024 Q2	$5.2K	Buy	+200	New	+$5.17K	﹤0.01%	590
2023 Q3	–	Sell	-14,400	Closed	-$377K	–	640
2023 Q2	$377K	Sell	14,400 -600	-4%	-$15.9K	0.21%	123
2023 Q1	$402K	Sell	15,000 -258	-2%	-$6.79K	0.25%	109
2022 Q4	$395K	Buy	15,258 +358	+2%	+$9.37K	0.28%	121
2022 Q3	$386K	Hold	14,900	–	–	0.32%	110
2022 Q2	$416K	Hold	14,900	–	–	0.33%	103
2022 Q1	$452K	Buy	14,900 +2,050	+16%	+$62.9K	0.3%	112
2021 Q4	$404K	Buy	12,850 +1,700	+15%	+$53.5K	0.26%	123
2021 Q3	$349K	Buy	11,150 +4,150	+59%	+$131K	0.24%	129
2021 Q2	$219K	Buy	+7,000	New	+$217K	0.14%	172

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

Ridgewood Investments's SCHP Position: Q2 2026 in Review

Ridgewood Investments opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 40,717 shares worth $1.08M. The stake represents 0.4% of the portfolio and ranks #78 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in SCHP as recently as Q4 2024.

Ridgewood Investments first reported a position in SCHP in Q2 2021 and has held it in 13 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Ridgewood Investments held 40,717 shares of Schwab US TIPS ETF worth $1.08M as of Q2 2026.
Schwab US TIPS ETF was a new Ridgewood Investments position in Q2 2026.
Schwab US TIPS ETF made up 0.4% of Ridgewood Investments's portfolio in Q2 2026, its #78 holding.
Ridgewood Investments first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 13 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.