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Aspiriant LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Aspiriant LLC’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 		– Sell
-19,367
Closed -$513K – 352
2025
Q4 		$513K Buy
+19,367
New +$519K 0.01% 211
2020
Q4 		– Sell
-14,988
Closed -$462K – 221
2020
Q3 		$462K Buy
+14,988
New +$459K 0.04% 156
2018
Q2 		– Sell
-11,850
Closed -$325K – 259
2018
Q1 		$325K Buy
+11,850
New +$324K 0.03% 187
2017
Q4 		– Sell
-59,958
Closed -$1.66M – 161
2017
Q3 		$1.66M Sell
59,958
-292,872
-83% -$8.11M 0.14% 85
2017
Q2 		$9.71M Sell
352,830
-26,610
-7% -$738K 0.84% 27
2017
Q1 		$10.5M Buy
+379,440
New +$10.5M 0.9% 27

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
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aspiriant LLC's SCHP Position: Q1 2026 in Review

Aspiriant LLC sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 19,367 shares — an estimated $513K sold.

Aspiriant LLC first reported a position in SCHP in Q1 2017 and held it in 6 quarters. The position peaked at $10.5M in Q1 2017. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Aspiriant LLC reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Aspiriant LLC sold 19,367 Schwab US TIPS ETF shares in Q1 2026, an estimated $513K.
  • Aspiriant LLC first reported a position in Schwab US TIPS ETF in Q1 2017 and held it in 6 quarters.
  • Aspiriant LLC's Schwab US TIPS ETF position peaked at $10.5M in Q1 2017.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.