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

Chesapeake Asset 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 Q1	$330K	Sell	12,395 -1,446	-10%	-$38.6K	0.26%	84
2025 Q4	$367K	Buy	13,841 +1,427	+11%	+$38.3K	0.3%	71
2025 Q3	$335K	Buy	12,414 +3,677	+42%	+$98.4K	0.3%	71
2025 Q2	$233K	Sell	8,737 -4,444	-34%	-$118K	0.21%	85
2025 Q1	$354K	Buy	13,181 +8,964	+213%	+$236K	0.33%	66
2024 Q4	$109K	Sell	4,217 -837	-17%	-$22K	0.1%	110
2024 Q3	$136K	Buy	5,054 +328	+7%	+$8.66K	0.12%	93
2024 Q2	$123K	Buy	4,726 +1,410	+43%	+$36.5K	0.12%	88
2024 Q1	$86.5K	Buy	+3,316	New	+$86K	0.09%	97

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Chesapeake Asset Management reduced its Schwab US TIPS ETF (SCHP) stake by 10% in Q1 2026, selling an estimated $38.6K and leaving 12,395 shares worth $330K. The position accounts for 0.26% of the portfolio, ranked #84.

Chesapeake Asset Management first reported a position in SCHP in Q1 2024 and has held it in 9 quarters since. The position peaked at $367K in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Chesapeake Asset Management held 12,395 shares of Schwab US TIPS ETF worth $330K as of Q1 2026.
Chesapeake Asset Management sold 1,446 Schwab US TIPS ETF shares in Q1 2026, an estimated $38.6K.
Schwab US TIPS ETF made up 0.26% of Chesapeake Asset Management's portfolio in Q1 2026, its #84 holding.
Chesapeake Asset Management first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 9 quarters since.
Chesapeake Asset Management's Schwab US TIPS ETF position peaked at $367K in Q4 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Chesapeake Asset Management's 13F filing for Q1 2026, filed 12 May 2026.