Tilia Fiduciary Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Tilia Fiduciary Partners’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	$239K	Sell	8,976 -376	-4%	-$10K	0.13%	108
2025 Q4	$248K	Sell	9,352 -646	-6%	-$17.3K	0.14%	104
2025 Q3	$269K	Sell	9,998 -2,118	-17%	-$56.7K	0.16%	102
2025 Q2	$323K	Sell	12,116 -1,266	-9%	-$33.5K	0.2%	94
2025 Q1	$360K	Sell	13,382 -2,647	-17%	-$69.6K	0.24%	88
2024 Q4	$414K	Sell	16,029 -759	-5%	-$19.9K	0.28%	79
2024 Q3	$450K	Sell	16,788 -4,066	-19%	-$107K	0.31%	74
2024 Q2	$542K	Sell	20,854 -2,466	-11%	-$63.8K	0.42%	61
2024 Q1	$608K	Sell	23,320 -15,796	-40%	-$410K	0.49%	59
2023 Q4	$1.02M	Sell	39,116 -24,660	-39%	-$627K	0.95%	44
2023 Q3	$1.61M	Sell	63,776 -11,260	-15%	-$290K	1.68%	16
2023 Q2	$1.97M	Sell	75,036 -15,068	-17%	-$399K	1.76%	9
2023 Q1	$2.42M	Sell	90,104 -9,046	-9%	-$238K	2.3%	4
2022 Q4	$2.57M	Sell	99,150 -14,040	-12%	-$367K	2.47%	4
2022 Q3	$2.94M	Sell	113,190 -29,502	-21%	-$820K	2.97%	4
2022 Q2	$3.97M	Sell	142,692 -8,128	-5%	-$236K	3.79%	3
2022 Q1	$4.58M	Sell	150,820 -4,754	-3%	-$146K	3.88%	3
2021 Q4	$4.89M	Buy	+155,574	New	+$4.9M	3.93%	3

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tilia Fiduciary Partners's SCHP Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Schwab US TIPS ETF (SCHP) stake by 4% in Q1 2026, selling an estimated $10K and leaving 8,976 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #108.

Tilia Fiduciary Partners first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.89M in Q4 2021. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Tilia Fiduciary Partners held 8,976 shares of Schwab US TIPS ETF worth $239K as of Q1 2026.
Tilia Fiduciary Partners sold 376 Schwab US TIPS ETF shares in Q1 2026, an estimated $10K.
Schwab US TIPS ETF made up 0.13% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #108 holding.
Tilia Fiduciary Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
Tilia Fiduciary Partners's Schwab US TIPS ETF position peaked at $4.89M in Q4 2021.
730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.