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Asset Allocation Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Asset Allocation Strategies’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 		$765K Sell
28,878
-322
-1% -$8.59K 0.12% 99
2026
Q1 		$777K Buy
29,200
+940
+3% +$25.1K 0.14% 95
2025
Q4 		$749K Sell
28,260
-1,806
-6% -$48.4K 0.14% 87
2025
Q3 		$810K Buy
30,066
+2,208
+8% +$59.1K 0.16% 89
2025
Q2 		$743K Sell
27,858
-10,139
-27% -$268K 0.16% 91
2025
Q1 		$1.02M Buy
37,997
+810
+2% +$21.3K 0.25% 79
2024
Q4 		$971K Buy
37,187
+8,615
+30% +$226K 0.23% 77
2024
Q3 		$766K Buy
28,572
+11,586
+68% +$306K 0.22% 74
2024
Q2 		$441K Buy
16,986
+6,124
+56% +$158K 0.15% 58
2024
Q1 		$283K Buy
+10,862
New +$282K 0.1% 61
2023
Q4 		– Sell
-22,974
Closed -$580K – 69
2023
Q3 		$580K Buy
22,974
+1,046
+5% +$27K 0.27% 43
2023
Q2 		$575K Buy
+21,928
New +$581K 0.27% 42
2023
Q1 		– Sell
-13,200
Closed -$342K – 48
2022
Q4 		$342K Buy
+13,200
New +$345K 0.23% 44

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Asset Allocation Strategies's SCHP Position: Q2 2026 in Review

Asset Allocation Strategies reduced its Schwab US TIPS ETF (SCHP) stake by 1.1% in Q2 2026, selling an estimated $8.59K and leaving 28,878 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #99.

Asset Allocation Strategies first reported a position in SCHP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Asset Allocation Strategies held 28,878 shares of Schwab US TIPS ETF worth $765K as of Q2 2026.
  • Asset Allocation Strategies sold 322 Schwab US TIPS ETF shares in Q2 2026, an estimated $8.59K.
  • Schwab US TIPS ETF made up 0.12% of Asset Allocation Strategies's portfolio in Q2 2026, its #99 holding.
  • Asset Allocation Strategies first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 13 quarters since.
  • Asset Allocation Strategies's Schwab US TIPS ETF position peaked at $1.02M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.