Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Rockefeller Capital 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
Q1 		$577K Buy
21,697
+2,946
+16% +$78.6K ﹤0.01% 1895
2025
Q4 		$497K Buy
18,751
+179
+1% +$4.8K ﹤0.01% 1905
2025
Q3 		$501K Buy
18,572
+8,092
+77% +$217K ﹤0.01% 1766
2025
Q2 		$280K Buy
+10,480
New +$277K ﹤0.01% 1666
2023
Q4 		– Sell
-37,618
Closed -$950K – 1592
2023
Q3 		$950K Buy
+37,618
New +$970K ﹤0.01% 1097
2023
Q1 		– Sell
-1,900
Closed -$49K – 3562
2022
Q4 		$49K Sell
1,900
-72
-4% -$1.88K ﹤0.01% 2397
2022
Q3 		$51K Sell
1,972
-3,374
-63% -$93.8K ﹤0.01% 2334
2022
Q2 		$149K Sell
5,346
-97,302
-95% -$2.82M ﹤0.01% 1745
2022
Q1 		$3.12M Sell
102,648
-223,446
-69% -$6.85M 0.02% 666
2021
Q4 		$10.3M Sell
326,094
-13,850
-4% -$436K 0.05% 350
2021
Q3 		$10.6M Buy
339,944
+55,028
+19% +$1.74M 0.06% 303
2021
Q2 		$8.9M Buy
284,916
+284,340
+49,365% +$8.82M 0.05% 320
2021
Q1 		$17K Sell
576
-634
-52% -$19.5K ﹤0.01% 2354
2020
Q4 		$37K Buy
1,210
+6
+0.5% +$184 ﹤0.01% 1775
2020
Q3 		$37K Sell
1,204
-6,664
-85% -$204K ﹤0.01% 1601
2020
Q2 		$236K Buy
7,868
+6,092
+343% +$180K ﹤0.01% 898
2020
Q1 		$51K Sell
1,776
-3,064
-63% -$87.7K ﹤0.01% 1227
2019
Q4 		$137K Buy
4,840
+4,264
+740% +$121K ﹤0.01% 868
2019
Q3 		$16K Sell
576
-1,022
-64% -$29K ﹤0.01% 1295
2019
Q2 		$45K Buy
+1,598
New +$44.2K ﹤0.01% 830

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rockefeller Capital Management's SCHP Position: Q1 2026 in Review

Rockefeller Capital Management increased its Schwab US TIPS ETF (SCHP) stake by 16% in Q1 2026, buying an estimated $78.6K and bringing the position to 21,697 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Rockefeller Capital Management first reported a position in SCHP in Q2 2019 and has held it in 20 quarters since. The position peaked at $10.6M in Q3 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Rockefeller Capital Management held 21,697 shares of Schwab US TIPS ETF worth $577K as of Q1 2026.
  • Rockefeller Capital Management bought 2,946 Schwab US TIPS ETF shares in Q1 2026, an estimated $78.6K.
  • Schwab US TIPS ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1895 holding.
  • Rockefeller Capital Management first reported a position in Schwab US TIPS ETF in Q2 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Schwab US TIPS ETF position peaked at $10.6M in Q3 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.