SCHP — SCHWAB US TIPS ETF

Ownership history in Red Tortoise LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in SCHWAB US TIPS ETF (SCHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.85% (2023 Q3)
Avg. % of fund
1.55%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 123,041 +1,885 +1.6% 1.38% $3.3M $26.49
2025 Q3 REDUCED 121,156 -2,920 -2.4% 1.42% $3.3M $26.51
2025 Q2 ADDED 124,076 +540 +0.4% 1.60% $3.3M $25.96
2025 Q1 ADDED 123,536 +52 +0.0% 1.71% $3.3M $25.84
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% of Fund (quarterly)    SCHP price (monthly, adj. close)

Other funds also holding SCHP

As of 2025 Q4 — sorted by position size

Quadratic Capital Management LLC 3Y 98.19% Financial Architects, LLC 20.44% LifeGuide Financial Advisors, LLC 3Y 16.14% Elm Partners Management LLC 3Y 7Y 8.5% FDx Advisors, Inc. 3Y 7Y 7.02% Joseph Group Capital Management 3Y 6.94% ZynergyRetirementPlanningLLC 6.91% Prentice Wealth Management LLC 3Y 6.75% Brightwater Advisory LLC 6.55% Cerity Partners OCIO LLC 3Y 7Y 6.49%
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