CPO
SCHP icon

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
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
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 $1.47T 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 $5.42B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return