Ritholtz Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Ritholtz Wealth Management’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	$201K	Buy	+7,568	New	+$202K	﹤0.01%	1243
2021 Q4	–	Sell	-7,350	Closed	-$230K	–	583
2021 Q3	$230K	Sell	7,350 -12,222	-62%	-$386K	0.02%	433
2021 Q2	$612K	Buy	+19,572	New	+$607K	0.04%	216
2021 Q1	–	Sell	-8,250	Closed	-$256K	–	492
2020 Q4	$256K	Buy	+8,250	New	+$253K	0.02%	289

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

Ritholtz Wealth Management's SCHP Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 7,568 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in SCHP as recently as Q3 2021.

Ritholtz Wealth Management first reported a position in SCHP in Q4 2020 and has held it in 4 quarters since. The position peaked at $612K in Q2 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Ritholtz Wealth Management held 7,568 shares of Schwab US TIPS ETF worth $201K as of Q2 2026.
Schwab US TIPS ETF was a new Ritholtz Wealth Management position in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1243 holding.
Ritholtz Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 4 quarters since.
Ritholtz Wealth Management's Schwab US TIPS ETF position peaked at $612K in Q2 2021.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.