Tortoise Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.7M | Buy |
929,663
+34,539
| +4% | +$921K | 2.04% | 9 |
|
|
2025
Q4 | $23.7M | Buy |
895,124
+46,048
| +5% | +$1.24M | 2.08% | 9 |
|
|
2025
Q3 | $22.9M | Buy |
849,076
+77,088
| +10% | +$2.06M | 2.04% | 8 |
|
|
2025
Q2 | $20.6M | Buy |
771,988
+129,870
| +20% | +$3.44M | 1.96% | 7 |
|
|
2025
Q1 | $17.3M | Buy |
642,118
+175,136
| +38% | +$4.6M | 1.8% | 7 |
|
|
2024
Q4 | $12.1M | Buy |
466,982
+279,310
| +149% | +$7.34M | 1.27% | 22 |
|
|
2024
Q3 | $5.03M | Sell |
187,672
-3,406
| -2% | -$90K | 0.53% | 51 |
|
|
2024
Q2 | $4.97M | Sell |
191,078
-5,250
| -3% | -$136K | 0.57% | 46 |
|
|
2024
Q1 | $5.12M | Buy |
196,328
+9,688
| +5% | +$251K | 0.62% | 45 |
|
|
2023
Q4 | $4.87M | Sell |
186,640
-33,252
| -15% | -$846K | 0.66% | 43 |
|
|
2023
Q3 | $5.55M | Sell |
219,892
-44,590
| -17% | -$1.15M | 0.83% | 34 |
|
|
2023
Q2 | $6.93M | Sell |
264,482
-36,908
| -12% | -$979K | 1.03% | 27 |
|
|
2023
Q1 | $8.08M | Buy |
301,390
+68,150
| +29% | +$1.79M | 1.29% | 19 |
|
|
2022
Q4 | $6.04M | Buy |
233,240
+9,108
| +4% | +$238K | 1.06% | 26 |
|
|
2022
Q3 | $5.8M | Buy |
224,132
+185,600
| +482% | +$5.16M | 1.13% | 22 |
|
|
2022
Q2 | $1.07M | Buy |
38,532
+18,066
| +88% | +$524K | 0.21% | 88 |
|
|
2022
Q1 | $621K | Sell |
20,466
-330
| -2% | -$10.1K | 0.12% | 109 |
|
|
2021
Q4 | $654K | Sell |
20,796
-640
| -3% | -$20.2K | 0.12% | 100 |
|
|
2021
Q3 | $671K | Sell |
21,436
-3,360
| -14% | -$106K | 0.14% | 88 |
|
|
2021
Q2 | $775K | Sell |
24,796
-27,322
| -52% | -$847K | 0.16% | 83 |
|
|
2021
Q1 | $1.59M | Sell |
52,118
-28,738
| -36% | -$885K | 0.35% | 53 |
|
|
2020
Q4 | $2.51M | Sell |
80,856
-160
| -0.2% | -$4.92K | 0.57% | 38 |
|
|
2020
Q3 | $2.5M | Sell |
81,016
-2,372
| -3% | -$72.6K | 0.61% | 38 |
|
|
2020
Q2 | $2.5M | Buy |
83,388
+18,420
| +28% | +$546K | 0.65% | 40 |
|
|
2020
Q1 | $1.87M | Sell |
64,968
-2,608
| -4% | -$74.7K | 0.54% | 44 |
|
|
2019
Q4 | $1.91M | Sell |
67,576
-2,150
| -3% | -$60.9K | 0.45% | 45 |
|
|
2019
Q3 | $1.98M | Sell |
69,726
-38,010
| -35% | -$1.08M | 0.51% | 44 |
|
|
2019
Q2 | $3.03M | Sell |
107,736
-878
| -0.8% | -$24.3K | 0.77% | 32 |
|
|
2019
Q1 | $2.99M | Buy |
108,614
+26,500
| +32% | +$715K | 0.78% | 32 |
|
|
2018
Q4 | $2.19M | Sell |
82,114
-11,456
| -12% | -$305K | 0.59% | 42 |
|
|
2018
Q3 | $2.52M | Buy |
93,570
+39,750
| +74% | +$1.08M | 0.66% | 36 |
|
|
2018
Q2 | $1.48M | Buy |
53,820
+20,440
| +61% | +$558K | 0.41% | 43 |
|
|
2018
Q1 | $916K | Buy |
33,380
+29,120
| +684% | +$796K | 0.25% | 59 |
|
|
2017
Q4 | $118K | Buy |
+4,260
| New | +$118K | 0.03% | 170 |
|
Other funds holding SCHP
MERSOM
QCM
EW
Tortoise Investment Management's SCHP Position: Q1 2026 in Review
Tortoise Investment Management increased its Schwab US TIPS ETF (SCHP) stake by 3.9% in Q1 2026, buying an estimated $921K and bringing the position to 929,663 shares worth $24.7M. The position accounts for 2.04% of the portfolio, ranked #9.
Tortoise Investment Management first reported a position in SCHP in Q4 2017 and has held it in 34 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.
- Tortoise Investment Management held 929,663 shares of Schwab US TIPS ETF worth $24.7M as of Q1 2026.
- Tortoise Investment Management bought 34,539 Schwab US TIPS ETF shares in Q1 2026, an estimated $921K.
- Schwab US TIPS ETF made up 2.04% of Tortoise Investment Management's portfolio in Q1 2026, its #9 holding.
- Tortoise Investment Management first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 34 quarters since.
- 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.
Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.