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Willow Creek Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Willow Creek Wealth 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 		$41.7M Buy
1,548,759
+109,181
+8% +$2.92M 3.44% 8
2025
Q2 		$38.4M Buy
1,439,578
+139,376
+11% +$3.69M 3.45% 8
2025
Q1 		$35M Buy
1,300,202
+167,013
+15% +$4.39M 3.4% 9
2024
Q4 		$29.3M Buy
1,133,189
+119,633
+12% +$3.14M 2.98% 10
2024
Q3 		$27.2M Buy
1,013,556
+84,476
+9% +$2.23M 2.86% 11
2024
Q2 		$24.2M Buy
929,080
+121,948
+15% +$3.15M 2.75% 11
2024
Q1 		$21.1M Buy
807,132
+98,250
+14% +$2.55M 2.46% 11
2023
Q4 		$18.5M Buy
708,882
+89,532
+14% +$2.28M 2.32% 11
2023
Q3 		$15.6M Sell
619,350
-28,168
-4% -$726K 2.33% 11
2023
Q2 		$17M Buy
647,518
+28,782
+5% +$763K 2.4% 12
2023
Q1 		$16.6M Buy
618,736
+64,096
+12% +$1.69M 2.56% 11
2022
Q4 		$14.4M Buy
554,640
+224,042
+68% +$5.86M 2.38% 11
2022
Q3 		$8.56M Sell
330,598
-47,216
-12% -$1.31M 1.66% 13
2022
Q2 		$10.5M Buy
377,814
+55,016
+17% +$1.6M 1.96% 12
2022
Q1 		$9.8M Buy
322,798
+67,594
+26% +$2.07M 1.97% 12
2021
Q4 		$8.03M Buy
255,204
+20,990
+9% +$661K 1.66% 13
2021
Q3 		$7.33M Buy
234,214
+35,092
+18% +$1.11M 1.62% 14
2021
Q2 		$6.22M Buy
199,122
+48,590
+32% +$1.51M 1.49% 13
2021
Q1 		$4.6M Buy
150,532
+25,000
+20% +$770K 1.69% 12
2020
Q4 		$3.9M Buy
125,532
+39,748
+46% +$1.22M 1.47% 13
2020
Q3 		$2.64M Buy
85,784
+51,348
+149% +$1.57M 1.09% 12
2020
Q2 		$1.03M Buy
34,436
+17,940
+109% +$531K 0.46% 23
2020
Q1 		$474K Buy
+16,496
New +$472K 0.24% 32

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

Willow Creek Wealth Management's SCHP Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 7.6% in Q3 2025, buying an estimated $2.92M and bringing the position to 1,548,759 shares worth $41.7M. The position accounts for 3.44% of the portfolio, ranked #8.

Willow Creek Wealth Management first reported a position in SCHP in Q1 2020 and has held it in 23 quarters since. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

  • Willow Creek Wealth Management held 1,548,759 shares of Schwab US TIPS ETF worth $41.7M as of Q3 2025.
  • Willow Creek Wealth Management bought 109,181 Schwab US TIPS ETF shares in Q3 2025, an estimated $2.92M.
  • Schwab US TIPS ETF made up 3.44% of Willow Creek Wealth Management's portfolio in Q3 2025, its #8 holding.
  • Willow Creek Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 23 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.