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Roundview Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Roundview Capital’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 		$1.09M Buy
+41,238
New +$1.1M 0.06% 217
2023
Q4 		– Sell
-15,662
Closed -$395K – 322
2023
Q3 		$395K Sell
15,662
-10,156
-39% -$262K 0.04% 250
2023
Q2 		$677K Sell
25,818
-25,442
-50% -$675K 0.07% 223
2023
Q1 		$1.37M Sell
51,260
-36,826
-42% -$969K 0.14% 153
2022
Q4 		$2.28M Sell
88,086
-19,258
-18% -$504K 0.26% 102
2022
Q3 		$2.78M Sell
107,344
-12,776
-11% -$355K 0.35% 76
2022
Q2 		$3.35M Sell
120,120
-4,144
-3% -$120K 0.4% 69
2022
Q1 		$3.77M Buy
124,264
+3,536
+3% +$108K 0.39% 67
2021
Q4 		$3.8M Buy
120,728
+2,746
+2% +$86.5K 0.38% 67
2021
Q3 		$3.69M Sell
117,982
-2,936
-2% -$92.6K 0.41% 64
2021
Q2 		$3.78M Buy
120,918
+22,610
+23% +$701K 0.42% 66
2021
Q1 		$3.01M Buy
98,308
+15,142
+18% +$466K 0.38% 73
2020
Q4 		$2.58M Buy
83,166
+12,530
+18% +$385K 0.35% 74
2020
Q3 		$2.18M Sell
70,636
-26
-0% -$796 0.34% 73
2020
Q2 		$2.12M Sell
70,662
-1,734
-2% -$51.4K 0.36% 71
2020
Q1 		$2.08M Buy
72,396
+1,880
+3% +$53.8K 0.44% 59
2019
Q4 		$2M Buy
70,516
+1,316
+2% +$37.3K 0.38% 80
2019
Q3 		$1.96M Sell
69,200
-178
-0.3% -$5.04K 0.42% 72
2019
Q2 		$1.95M Buy
69,378
+3,992
+6% +$111K 0.44% 67
2019
Q1 		$1.8M Buy
65,386
+248
+0.4% +$6.69K 0.43% 71
2018
Q4 		$1.73M Sell
65,138
-826
-1% -$22K 0.49% 66
2018
Q3 		$1.78M Buy
65,964
+202
+0.3% +$5.5K 0.44% 72
2018
Q2 		$1.8M Sell
65,762
-106
-0.2% -$2.89K 0.47% 64
2018
Q1 		$1.81M Buy
65,868
+8,068
+14% +$221K 0.51% 62
2017
Q4 		$1.6M Buy
57,800
+78
+0.1% +$2.16K 0.41% 79
2017
Q3 		$1.59M Buy
57,722
+474
+0.8% +$13.1K 0.46% 73
2017
Q2 		$1.58M Sell
57,248
-312
-0.5% -$8.65K 0.46% 73
2017
Q1 		$1.6M Buy
57,560
+14,240
+33% +$393K 0.5% 68
2016
Q4 		$1.19M Buy
+43,320
New +$1.21M 0.38% 82

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

Roundview Capital's SCHP Position: Q2 2026 in Review

Roundview Capital opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 41,238 shares worth $1.09M. The stake represents 0.06% of the portfolio and ranks #217 among its holdings. This is a return to the name: Roundview Capital previously reported a position in SCHP as recently as Q3 2023.

Roundview Capital first reported a position in SCHP in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.8M in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Roundview Capital held 41,238 shares of Schwab US TIPS ETF worth $1.09M as of Q2 2026.
  • Schwab US TIPS ETF was a new Roundview Capital position in Q2 2026.
  • Schwab US TIPS ETF made up 0.06% of Roundview Capital's portfolio in Q2 2026, its #217 holding.
  • Roundview Capital first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 29 quarters since.
  • Roundview Capital's Schwab US TIPS ETF position peaked at $3.8M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.