SFPM
SCHP icon

Sensible Financial Planning & Management’s Schwab US TIPS ETF SCHP Stock Holding History

Sensible Financial Planning & 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
2025
Q3 		$83.2M Buy
3,088,558
+66,563
+2% +$1.78M 15.12% 1
2025
Q2 		$80.6M Buy
3,021,995
+17,009
+0.6% +$450K 15.31% 1
2025
Q1 		$80.8M Buy
3,004,986
+69,465
+2% +$1.83M 16.13% 1
2024
Q4 		$75.8M Sell
2,935,521
-55,947
-2% -$1.47M 15.72% 1
2024
Q3 		$80.2M Buy
2,991,468
+50,784
+2% +$1.34M 15.84% 1
2024
Q2 		$76.5M Buy
2,940,684
+41,758
+1% +$1.08M 16.52% 1
2024
Q1 		$75.6M Buy
2,898,926
+134,814
+5% +$3.5M 16.72% 1
2023
Q4 		$72.1M Sell
2,764,112
-119,652
-4% -$3.04M 16.92% 1
2023
Q3 		$72.8M Buy
2,883,764
+78,624
+3% +$2.03M 18.31% 1
2023
Q2 		$73.5M Sell
2,805,140
-62,034
-2% -$1.64M 17.27% 1
2023
Q1 		$76.9M Buy
2,867,174
+76,648
+3% +$2.02M 18.13% 1
2022
Q4 		$72.3M Buy
2,790,526
+13,468
+0.5% +$352K 17.95% 1
2022
Q3 		$71.9M Buy
2,777,058
+265,318
+11% +$7.38M 18.5% 1
2022
Q2 		$70.1M Buy
2,511,740
+1,060,018
+73% +$30.8M 17.68% 1
2022
Q1 		$44.1M Buy
1,451,722
+967,114
+200% +$29.7M 11.78% 3
2021
Q4 		$15.2M Buy
484,608
+38,016
+9% +$1.2M 4.33% 6
2021
Q3 		$14M Buy
446,592
+27,910
+7% +$881K 4.55% 4
2021
Q2 		$13.1M Buy
418,682
+13,872
+3% +$430K 4.42% 5
2021
Q1 		$12.4M Buy
404,810
+21,550
+6% +$664K 4.54% 5
2020
Q4 		$11.9M Buy
383,260
+24,346
+7% +$748K 4.43% 5
2020
Q3 		$11.1M Buy
358,914
+15,070
+4% +$462K 4.52% 6
2020
Q2 		$10.3M Buy
343,844
+27,380
+9% +$811K 4.43% 7
2020
Q1 		$9.1M Buy
316,464
+7,736
+3% +$221K 4.33% 6
2019
Q4 		$8.74M Buy
308,728
+70,364
+30% +$1.99M 3.68% 7
2019
Q3 		$6.76M Buy
238,364
+103,706
+77% +$2.94M 2.92% 9
2019
Q2 		$3.79M Buy
134,658
+5,070
+4% +$140K 1.62% 12
2019
Q1 		$3.56M Buy
129,588
+1,930
+2% +$52.1K 1.61% 12
2018
Q4 		$3.4M Buy
127,658
+7,902
+7% +$210K 1.65% 12
2018
Q3 		$3.23M Buy
119,756
+5,616
+5% +$153K 1.5% 11
2018
Q2 		$3.13M Buy
114,140
+4,870
+4% +$133K 1.49% 11
2018
Q1 		$3M Buy
109,270
+6,958
+7% +$190K 1.43% 11
2017
Q4 		$2.84M Sell
102,312
-11,590
-10% -$321K 1.45% 11
2017
Q3 		$3.15M Sell
113,902
-13,072
-10% -$362K 1.73% 11
2017
Q2 		$3.5M Buy
126,974
+5,258
+4% +$146K 2.19% 9
2017
Q1 		$3.38M Buy
121,716
+10,974
+10% +$303K 2.17% 8
2016
Q4 		$3.04M Buy
110,742
+4,518
+4% +$126K 2.1% 8
2016
Q3 		$3.03M Buy
106,224
+6,878
+7% +$195K 2.08% 8
2016
Q2 		$2.81M Buy
99,346
+4,208
+4% +$117K 1.96% 9
2016
Q1 		$2.64M Buy
95,138
+6,396
+7% +$173K 1.93% 9
2015
Q4 		$2.36M Buy
88,742
+702
+0.8% +$18.8K 1.79% 10
2015
Q3 		$2.36M Buy
88,040
+1,888
+2% +$51K 1.85% 10
2015
Q2 		$2.33M Buy
86,152
+4,282
+5% +$117K 1.92% 10
2015
Q1 		$2.25M Sell
81,870
-656
-0.8% -$18K 2.04% 10
2014
Q4 		$2.24M Sell
82,526
-17,150
-17% -$468K 2.29% 11
2014
Q3 		$2.7M Buy
+99,676
New +$2.75M 2.35% 10

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Sensible Financial Planning & Management's SCHP Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its Schwab US TIPS ETF (SCHP) stake by 2.2% in Q3 2025, buying an estimated $1.78M and bringing the position to 3,088,558 shares worth $83.2M. The position accounts for 15.12% of the portfolio, ranked #1.

Sensible Financial Planning & Management first reported a position in SCHP in Q3 2014 and has held it in 45 quarters since. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Sensible Financial Planning & Management held 3,088,558 shares of Schwab US TIPS ETF worth $83.2M as of Q3 2025.
  • Sensible Financial Planning & Management bought 66,563 Schwab US TIPS ETF shares in Q3 2025, an estimated $1.78M.
  • Schwab US TIPS ETF made up 15.12% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #1 holding.
  • Sensible Financial Planning & Management first reported a position in Schwab US TIPS ETF in Q3 2014 and has held it in 45 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.