Cerity Partners OCIO’s Schwab US TIPS ETF SCHP Stock Holding History

Cerity Partners OCIO’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	$149M	Sell	5,620,759 -27,923	-0.5%	-$745K	7.54%	6
2026 Q1	$150M	Buy	5,648,682 +1,220,120	+28%	+$32.6M	9.02%	5
2025 Q4	$117M	Sell	4,428,562 -1,071,338	-19%	-$28.7M	6.49%	6
2025 Q3	$148M	Hold	5,499,900	–	–	7.56%	5
2025 Q2	$147M	Sell	5,499,900 -212,024	-4%	-$5.61M	8.14%	4
2025 Q1	$154M	Buy	5,711,924 +694,844	+14%	+$18.3M	8.69%	3
2024 Q4	$130M	Hold	5,017,080	–	–	8.59%	3
2024 Q3	$135M	Hold	5,017,080	–	–	10.82%	3
2024 Q2	$130M	Buy	+5,017,080	New	+$130M	9.99%	3
2013 Q3	–	Sell	-31,850	Closed	-$511K	–	151
2013 Q2	$511K	Buy	+31,850	New	+$905K	0.11%	64

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Cerity Partners OCIO's SCHP Position: Q2 2026 in Review

Cerity Partners OCIO reduced its Schwab US TIPS ETF (SCHP) stake by 0.49% in Q2 2026, selling an estimated $745K and leaving 5,620,759 shares worth $149M. The position accounts for 7.54% of the portfolio, ranked #6.

Cerity Partners OCIO first reported a position in SCHP in Q2 2013 and has held it in 10 quarters since. The position peaked at $154M in Q1 2025. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Cerity Partners OCIO held 5,620,759 shares of Schwab US TIPS ETF worth $149M as of Q2 2026.
Cerity Partners OCIO sold 27,923 Schwab US TIPS ETF shares in Q2 2026, an estimated $745K.
Schwab US TIPS ETF made up 7.54% of Cerity Partners OCIO's portfolio in Q2 2026, its #6 holding.
Cerity Partners OCIO first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 10 quarters since.
Cerity Partners OCIO's Schwab US TIPS ETF position peaked at $154M in Q1 2025.
783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.