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 Q3	$474K	Buy	+18,880	New	+$489K	0.01%	254
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	$9.7M	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

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Aspiriant LLC's SCHP Position: Q3 2026 in Review

Aspiriant LLC opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 18,880 shares worth $474K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in SCHP as recently as Q4 2025.

Aspiriant LLC first reported a position in SCHP in Q1 2017 and has held it in 7 quarters since. The position peaked at $10.5M in Q1 2017. 233 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Aspiriant LLC held 18,880 shares of Schwab US TIPS ETF worth $474K as of Q3 2026.
Schwab US TIPS ETF was a new Aspiriant LLC position in Q3 2026.
Schwab US TIPS ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #254 holding.
Aspiriant LLC first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 7 quarters since.
Aspiriant LLC's Schwab US TIPS ETF position peaked at $10.5M in Q1 2017.
233 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.