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Clear Investment Research’s Schwab US TIPS ETF SCHP Stock Holding History

Clear Investment Research’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 		$972K Sell
36,667
-629
-2% -$16.8K 1.51% 18
2026
Q1 		$992K Buy
37,296
+987
+3% +$26.3K 1.55% 18
2025
Q4 		$962K Buy
36,309
+858
+2% +$23K 1.6% 20
2025
Q3 		$955K Sell
35,451
-5,461
-13% -$146K 1.28% 20
2025
Q2 		$1.09M Buy
40,912
+58
+0.1% +$1.53K 1.38% 18
2025
Q1 		$1.1M Sell
40,854
-1,523
-4% -$40K 1.47% 16
2024
Q4 		$1.09M Buy
42,377
+2,983
+8% +$78.4K 1.41% 18
2024
Q3 		$1.06M Buy
39,394
+1,222
+3% +$32.3K 1.37% 17
2024
Q2 		$993K Buy
38,172
+11,430
+43% +$296K 1.29% 19
2024
Q1 		$697K Buy
26,742
+1,074
+4% +$27.9K 0.94% 22
2023
Q4 		$670K Buy
25,668
+2,836
+12% +$72.1K 0.94% 22
2023
Q3 		$576K Buy
22,832
+3,744
+20% +$96.5K 1% 20
2023
Q2 		$500K Buy
19,088
+11,020
+137% +$292K 0.84% 26
2023
Q1 		$216K Buy
8,068
+3,510
+77% +$92.4K 0.38% 38
2022
Q4 		$118K Sell
4,558
-50
-1% -$1.31K 0.23% 57
2022
Q3 		$119K Sell
4,608
-276
-6% -$7.67K 0.25% 53
2022
Q2 		$136K Sell
4,884
-1,892
-28% -$54.9K 0.3% 53
2022
Q1 		$206K Sell
6,776
-5,638
-45% -$173K 0.4% 47
2021
Q4 		$390K Buy
12,414
+2,156
+21% +$67.9K 0.6% 31
2021
Q3 		$321K Buy
10,258
+8,548
+500% +$270K 0.52% 35
2021
Q2 		$53K Buy
1,710
+876
+105% +$27.2K 0.09% 77
2021
Q1 		$26K Hold
834
– – 0.05% 84
2020
Q4 		$26K Buy
834
+176
+27% +$5.41K 0.05% 82
2020
Q3 		$20K Hold
658
– – 0.04% 83
2020
Q2 		$20K Sell
658
-24
-4% -$711 0.04% 83
2020
Q1 		$20K Sell
682
-10
-1% -$286 0.05% 75
2019
Q4 		$20K Hold
692
– – 0.04% 81
2019
Q3 		$20K Hold
692
– – 0.04% 74
2019
Q2 		$19K Hold
692
– – 0.03% 77
2019
Q1 		$19K Buy
692
+244
+54% +$6.58K 0.03% 76
2018
Q4 		$12K Buy
448
+232
+107% +$6.17K 0.02% 75
2018
Q3 		$6K Buy
+216
New +$5.88K 0.01% 80

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
Cerity Partners
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
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

Clear Investment Research's SCHP Position: Q2 2026 in Review

Clear Investment Research reduced its Schwab US TIPS ETF (SCHP) stake by 1.7% in Q2 2026, selling an estimated $16.8K and leaving 36,667 shares worth $972K. The position accounts for 1.51% of the portfolio, ranked #18.

Clear Investment Research first reported a position in SCHP in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.1M in Q1 2025. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Clear Investment Research held 36,667 shares of Schwab US TIPS ETF worth $972K as of Q2 2026.
  • Clear Investment Research sold 629 Schwab US TIPS ETF shares in Q2 2026, an estimated $16.8K.
  • Schwab US TIPS ETF made up 1.51% of Clear Investment Research's portfolio in Q2 2026, its #18 holding.
  • Clear Investment Research first reported a position in Schwab US TIPS ETF in Q3 2018 and has held it in 32 quarters since.
  • Clear Investment Research's Schwab US TIPS ETF position peaked at $1.1M in Q1 2025.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.