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Schiavi & Co’s Schwab US TIPS ETF SCHP Stock Holding History

Schiavi & Co’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 		$318K Hold
12,015
– – 0.08% 44
2026
Q1 		$320K Hold
12,015
– – 0.09% 39
2025
Q4 		$318K Sell
12,015
-33
-0.3% -$885 0.1% 34
2025
Q3 		$325K Buy
12,048
+33
+0.3% +$883 0.11% 31
2025
Q2 		$321K Hold
12,015
– – 0.11% 30
2025
Q1 		$323K Buy
12,015
+1,472
+14% +$38.7K 0.12% 28
2024
Q4 		$272K Buy
+10,543
New +$277K 0.11% 28

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

Schiavi & Co's SCHP Position: Q2 2026 in Review

Schiavi & Co held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 12,015 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #44.

Schiavi & Co first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q3 2025. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Schiavi & Co held 12,015 shares of Schwab US TIPS ETF worth $318K as of Q2 2026.
  • Schiavi & Co left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.08% of Schiavi & Co's portfolio in Q2 2026, its #44 holding.
  • Schiavi & Co first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • Schiavi & Co's Schwab US TIPS ETF position peaked at $325K in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.