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

Cerity Partners’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 		$280M Buy
10,579,829
+783,607
+8% +$20.9M 0.34% 57
2026
Q1 		$261M Buy
9,796,222
+504,492
+5% +$13.5M 0.37% 50
2025
Q4 		$246M Buy
9,291,730
+936,063
+11% +$25.1M 0.36% 52
2025
Q3 		$225M Buy
8,355,667
+587,890
+8% +$15.7M 0.37% 49
2025
Q2 		$207M Buy
7,767,777
+177,384
+2% +$4.69M 0.37% 51
2025
Q1 		$204M Sell
7,590,393
-414,000
-5% -$10.9M 0.41% 49
2024
Q4 		$207M Buy
8,004,393
+158,907
+2% +$4.18M 0.45% 40
2024
Q3 		$210M Buy
7,845,486
+1,296,666
+20% +$34.2M 0.47% 40
2024
Q2 		$170M Buy
6,548,820
+237,028
+4% +$6.13M 0.45% 44
2024
Q1 		$165M Sell
6,311,792
-20,460,154
-76% -$531M 0.43% 46
2023
Q4 		$164M Buy
26,771,946
+20,503,162
+327% +$522M 0.54% 39
2023
Q3 		$158M Buy
6,268,784
+44,372
+0.7% +$1.14M 0.77% 26
2023
Q2 		$163M Buy
6,224,412
+585,994
+10% +$15.5M 0.64% 30
2023
Q1 		$151M Buy
5,638,418
+5,301,790
+1,575% +$140M 0.36% 43
2022
Q4 		$108M Sell
336,628
-877,198
-72% -$22.9M 0.69% 25
2022
Q3 		$31.4M Buy
1,213,826
+503,056
+71% +$14M 0.38% 54
2022
Q2 		$19.8M Buy
710,770
+471,272
+197% +$13.7M 0.22% 99
2022
Q1 		$7.27M Sell
239,498
-8,830
-4% -$271K 0.11% 157
2021
Q4 		$7.81M Buy
248,328
+4,600
+2% +$145K 0.12% 150
2021
Q3 		$7.63M Buy
243,728
+19,720
+9% +$622K 0.17% 124
2021
Q2 		$7M Sell
224,008
-3,864
-2% -$120K 0.15% 128
2021
Q1 		$6.97M Sell
227,872
-4,756
-2% -$147K 0.17% 125
2020
Q4 		$7.22M Buy
+232,628
New +$7.15M 0.23% 99

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
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Cerity Partners's SCHP Position: Q2 2026 in Review

Cerity Partners increased its Schwab US TIPS ETF (SCHP) stake by 8% in Q2 2026, buying an estimated $20.9M and bringing the position to 10,579,829 shares worth $280M. The position accounts for 0.34% of the portfolio, ranked #57.

Cerity Partners first reported a position in SCHP in Q4 2020 and has held it in 23 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Cerity Partners held 10,579,829 shares of Schwab US TIPS ETF worth $280M as of Q2 2026.
  • Cerity Partners bought 783,607 Schwab US TIPS ETF shares in Q2 2026, an estimated $20.9M.
  • Schwab US TIPS ETF made up 0.34% of Cerity Partners's portfolio in Q2 2026, its #57 holding.
  • Cerity Partners first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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