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

Asset One Wealth Management’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 		$315K Buy
12,031
+3,761
+45% +$100K 0.03% 273
2026
Q1 		$221K Buy
+8,270
New +$221K 0.02% 320

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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 One Wealth Management's SCHP Position: Q2 2026 in Review

Asset One Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 45% in Q2 2026, buying an estimated $100K and bringing the position to 12,031 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #273.

Asset One Wealth Management first reported a position in SCHP in Q1 2026 and has held it in 2 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Asset One Wealth Management held 12,031 shares of Schwab US TIPS ETF worth $315K as of Q2 2026.
  • Asset One Wealth Management bought 3,761 Schwab US TIPS ETF shares in Q2 2026, an estimated $100K.
  • Schwab US TIPS ETF made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Asset One Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.