Roble Belko & Company’s Schwab US TIPS ETF SCHP Stock Holding History

Roble Belko & Company’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	$14.2M	Buy	532,751 +138,214	+35%	+$3.69M	1.8%	16
2025 Q4	$10.5M	Buy	394,537 +8,942	+2%	+$240K	1.37%	20
2025 Q3	$10.4M	Buy	385,595 +7,892	+2%	+$211K	1.41%	21
2025 Q2	$10.1M	Buy	377,703 +373,369	+8,615%	+$9.88M	1.47%	20
2025 Q1	$117K	Hold	4,334	–	–	0.02%	125
2024 Q4	$112K	Hold	4,334	–	–	0.02%	131
2024 Q3	$116K	Hold	4,334	–	–	0.02%	124
2024 Q2	$113K	Hold	4,334	–	–	0.02%	127
2024 Q1	$113K	Hold	4,334	–	–	0.02%	131
2023 Q4	$113K	Buy	+4,334	New	+$110K	0.02%	118
2016 Q1	–	Sell	-38	Closed	-$1K	–	268
2015 Q4	$1K	Hold	38	–	–	﹤0.01%	212
2015 Q3	$1K	Hold	38	–	–	﹤0.01%	199
2015 Q2	$1K	Hold	38	–	–	﹤0.01%	228
2015 Q1	$1K	Buy	+38	New	+$1.04K	﹤0.01%	232

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SEI Investments

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JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return