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Rossby Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Rossby Financial’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 		$302K Sell
11,401
-1,112
-9% -$29.7K 0.06% 304
2026
Q1 		$332K Buy
12,513
+7,383
+144% +$197K 0.07% 253
2025
Q4 		$136K Buy
5,130
+113
+2% +$3.03K 0.04% 351
2025
Q3 		$135K Buy
5,017
+1,209
+32% +$32.4K 0.04% 345
2025
Q2 		$102K Buy
3,808
+7
+0.2% +$185 0.04% 360
2025
Q1 		$101K Buy
+3,801
New +$99.9K 0.04% 335

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Rossby Financial's SCHP Position: Q2 2026 in Review

Rossby Financial reduced its Schwab US TIPS ETF (SCHP) stake by 8.9% in Q2 2026, selling an estimated $29.7K and leaving 11,401 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #304.

Rossby Financial first reported a position in SCHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Rossby Financial held 11,401 shares of Schwab US TIPS ETF worth $302K as of Q2 2026.
  • Rossby Financial sold 1,112 Schwab US TIPS ETF shares in Q2 2026, an estimated $29.7K.
  • Schwab US TIPS ETF made up 0.06% of Rossby Financial's portfolio in Q2 2026, its #304 holding.
  • Rossby Financial first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Schwab US TIPS ETF position peaked at $332K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.