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Asset Management Group’s Schwab US TIPS ETF SCHP Stock Holding History

Asset Management 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
Q1 		$16.5M Buy
618,527
+48,037
+8% +$1.28M 2.66% 10
2025
Q4 		$15.1M Sell
570,490
-7,384
-1% -$198K 2.44% 14
2025
Q3 		$15.6M Buy
577,874
+3,373
+0.6% +$90.3K 2.55% 13
2025
Q2 		$15.3M Buy
574,501
+2,413
+0.4% +$63.8K 2.67% 11
2025
Q1 		$15.4M Sell
572,088
-54
-0% -$1.42K 2.84% 10
2024
Q4 		$14.8M Sell
572,142
-12,104
-2% -$318K 2.63% 12
2024
Q3 		$15.7M Buy
584,246
+5,190
+0.9% +$137K 2.74% 10
2024
Q2 		$15.1M Buy
579,056
+4,616
+0.8% +$119K 2.8% 8
2024
Q1 		$15M Sell
574,440
-4,100
-0.7% -$106K 2.81% 10
2023
Q4 		$15.1M Sell
578,540
-6,730
-1% -$171K 3.03% 7
2023
Q3 		$14.8M Buy
585,270
+17,712
+3% +$457K 3.25% 5
2023
Q2 		$14.9M Buy
567,558
+322
+0.1% +$8.54K 3.16% 7
2023
Q1 		$15.2M Buy
567,236
+17,314
+3% +$456K 3.39% 5
2022
Q4 		$14.2M Buy
549,922
+9,916
+2% +$259K 3.35% 4
2022
Q3 		$14M Buy
540,006
+48,894
+10% +$1.36M 3.49% 5
2022
Q2 		$13.7M Buy
491,112
+21,468
+5% +$623K 3.29% 4
2022
Q1 		$14.3M Buy
469,644
+14,110
+3% +$433K 2.98% 8
2021
Q4 		$14.3M Buy
455,534
+27,210
+6% +$857K 2.82% 8
2021
Q3 		$13.4M Buy
428,324
+62,500
+17% +$1.97M 2.75% 8
2021
Q2 		$11.4M Buy
365,824
+252
+0.1% +$7.81K 2.37% 12
2021
Q1 		$11.2M Buy
365,572
+77,206
+27% +$2.38M 2.42% 13
2020
Q4 		$8.95M Buy
288,366
+26,060
+10% +$800K 2.18% 17
2020
Q3 		$8.08M Sell
262,306
-1,838
-0.7% -$56.3K 2.36% 12
2020
Q2 		$7.93M Sell
264,144
-1,336
-0.5% -$39.6K 2.5% 11
2020
Q1 		$7.63M Sell
265,480
-7,532
-3% -$216K 2.88% 7
2019
Q4 		$7.73M Buy
273,012
+92,700
+51% +$2.63M 2.34% 14
2019
Q3 		$5.12M Buy
180,312
+12,208
+7% +$346K 1.75% 18
2019
Q2 		$4.73M Buy
168,104
+2,372
+1% +$65.7K 1.68% 21
2019
Q1 		$4.56M Buy
165,732
+104
+0.1% +$2.81K 1.65% 21
2018
Q4 		$4.41M Buy
165,628
+1,698
+1% +$45.2K 1.81% 19
2018
Q3 		$4.42M Buy
163,930
+3,662
+2% +$99.7K 1.5% 23
2018
Q2 		$4.4M Buy
160,268
+2,154
+1% +$58.8K 1.54% 23
2018
Q1 		$4.34M Buy
158,114
+16,946
+12% +$463K 1.55% 22
2017
Q4 		$3.91M Buy
141,168
+24,690
+21% +$683K 1.41% 25
2017
Q3 		$3.22M Buy
116,478
+12,052
+12% +$334K 1.21% 29
2017
Q2 		$2.88M Buy
104,426
+10,578
+11% +$293K 1.11% 32
2017
Q1 		$2.61M Buy
93,848
+18,908
+25% +$522K 1.03% 33
2016
Q4 		$2.06M Buy
74,940
+32,286
+76% +$901K 0.84% 39
2016
Q3 		$1.22M Buy
42,654
+7,090
+20% +$201K 0.51% 56
2016
Q2 		$1M Buy
35,564
+536
+2% +$14.9K 0.44% 61
2016
Q1 		$973K Buy
35,028
+94
+0.3% +$2.54K 0.43% 60
2015
Q4 		$928K Buy
34,934
+15,432
+79% +$414K 0.42% 61
2015
Q3 		$523K Buy
+19,502
New +$526K 0.25% 75

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

Asset Management Group's SCHP Position: Q1 2026 in Review

Asset Management Group increased its Schwab US TIPS ETF (SCHP) stake by 8.4% in Q1 2026, buying an estimated $1.28M and bringing the position to 618,527 shares worth $16.5M. The position accounts for 2.66% of the portfolio, ranked #10.

Asset Management Group first reported a position in SCHP in Q3 2015 and has held it in 43 quarters since. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Asset Management Group held 618,527 shares of Schwab US TIPS ETF worth $16.5M as of Q1 2026.
  • Asset Management Group bought 48,037 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.28M.
  • Schwab US TIPS ETF made up 2.66% of Asset Management Group's portfolio in Q1 2026, its #10 holding.
  • Asset Management Group first reported a position in Schwab US TIPS ETF in Q3 2015 and has held it in 43 quarters since.
  • 730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.