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 Q2	$12.9M	Sell	488,303 -44,448	-8%	-$1.19M	1.4%	18
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

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

Roble Belko & Company's SCHP Position: Q2 2026 in Review

Roble Belko & Company reduced its Schwab US TIPS ETF (SCHP) stake by 8.3% in Q2 2026, selling an estimated $1.19M and leaving 488,303 shares worth $12.9M. The position accounts for 1.4% of the portfolio, ranked #18.

Roble Belko & Company first reported a position in SCHP in Q1 2015 and has held it in 15 quarters since. The position peaked at $14.2M in Q1 2026. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Roble Belko & Company held 488,303 shares of Schwab US TIPS ETF worth $12.9M as of Q2 2026.
Roble Belko & Company sold 44,448 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.19M.
Schwab US TIPS ETF made up 1.4% of Roble Belko & Company's portfolio in Q2 2026, its #18 holding.
Roble Belko & Company first reported a position in Schwab US TIPS ETF in Q1 2015 and has held it in 15 quarters since.
Roble Belko & Company's Schwab US TIPS ETF position peaked at $14.2M in Q1 2026.
783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.