Ascent Group’s Schwab US TIPS ETF SCHP Stock Holding History

Ascent Group’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 Q2	$319K	Buy	+12,056	New	+$322K	0.01%	643
2025 Q3	–	Sell	-11,747	Closed	-$313K	–	782
2025 Q2	$313K	Buy	+11,747	New	+$311K	0.01%	569
2023 Q3	–	Sell	-8,452	Closed	-$219K	–	490
2023 Q2	$219K	Sell	8,452 -798	-9%	-$21.2K	0.02%	428
2023 Q1	$248K	Buy	9,250 +94	+1%	+$2.47K	0.03%	429
2022 Q4	$237K	Sell	9,156 -1,360	-13%	-$35.6K	0.03%	429
2022 Q3	$275K	Sell	10,516 -1,850	-15%	-$51.4K	0.03%	395
2022 Q2	$358K	Sell	12,366 -1,498	-11%	-$43.5K	0.04%	359
2022 Q1	$421K	Buy	13,864 +360	+3%	+$11K	0.05%	348
2021 Q4	$414K	Buy	+13,504	New	+$425K	0.05%	321

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Ascent Group's SCHP Position: Q2 2026 in Review

Ascent Group opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 12,056 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Ascent Group previously reported a position in SCHP as recently as Q2 2025.

Ascent Group first reported a position in SCHP in Q4 2021 and has held it in 9 quarters since. The position peaked at $421K in Q1 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Ascent Group held 12,056 shares of Schwab US TIPS ETF worth $319K as of Q2 2026.
Schwab US TIPS ETF was a new Ascent Group position in Q2 2026.
Schwab US TIPS ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #643 holding.
Ascent Group first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 9 quarters since.
Ascent Group's Schwab US TIPS ETF position peaked at $421K in Q1 2022.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.