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 Q2	$127K	Sell	4,796 -7,599	-61%	-$203K	0.1%	121
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 $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

Chesapeake Asset Management's SCHP Position: Q2 2026 in Review

Chesapeake Asset Management reduced its Schwab US TIPS ETF (SCHP) stake by 61% in Q2 2026, selling an estimated $203K and leaving 4,796 shares worth $127K. The position accounts for 0.1% of the portfolio, ranked #121.

Chesapeake Asset Management first reported a position in SCHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $367K in Q4 2025. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Chesapeake Asset Management held 4,796 shares of Schwab US TIPS ETF worth $127K as of Q2 2026.
Chesapeake Asset Management sold 7,599 Schwab US TIPS ETF shares in Q2 2026, an estimated $203K.
Schwab US TIPS ETF made up 0.1% of Chesapeake Asset Management's portfolio in Q2 2026, its #121 holding.
Chesapeake Asset Management first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 10 quarters since.
Chesapeake Asset Management's Schwab US TIPS ETF position peaked at $367K in Q4 2025.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.