EPM
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Elm Partners Management’s Schwab US TIPS ETF SCHP Stock Holding History

Elm Partners 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 		$214M Buy
8,065,801
+993,411
+14% +$26.5M 9.29% 3
2025
Q4 		$187M Buy
7,072,390
+1,565,715
+28% +$42M 8.5% 3
2025
Q3 		$148M Buy
5,506,675
+1,019,152
+23% +$27.3M 7.41% 5
2025
Q2 		$120M Sell
4,487,523
-3,517,179
-44% -$93.1M 6.95% 6
2025
Q1 		$215M Buy
8,004,702
+4,251,187
+113% +$112M 13.86% 2
2024
Q4 		$97M Buy
3,753,515
+416,983
+12% +$11M 6.62% 7
2024
Q3 		$44.7M Sell
3,336,532
-177,224
-5% -$4.68M 3.2% 10
2024
Q2 		$91.4M Buy
3,513,756
+1,228,734
+54% +$31.8M 7.02% 6
2024
Q1 		$59.6M Sell
2,285,022
-56,914
-2% -$1.48M 4.72% 8
2023
Q4 		$61.1M Buy
2,341,936
+508,074
+28% +$12.9M 5.56% 7
2023
Q3 		$46.3M Buy
1,833,862
+888,176
+94% +$22.9M 4.79% 7
2023
Q2 		$24.8M Sell
945,686
-913,150
-49% -$24.2M 2.5% 12
2023
Q1 		$49.8M Buy
1,858,836
+1,569,450
+542% +$41.3M 5.24% 7
2022
Q4 		$7.49M Buy
289,386
+206,918
+251% +$5.41M 0.87% 19
2022
Q3 		$2.14M Buy
+82,468
New +$2.29M 0.29% 26
2022
Q2 		– Sell
-52
Closed -$2K – 38
2022
Q1 		$2K Buy
+52
New +$1.59K ﹤0.01% 50

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 $1.56T 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 $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elm Partners Management's SCHP Position: Q1 2026 in Review

Elm Partners Management increased its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2026, buying an estimated $26.5M and bringing the position to 8,065,801 shares worth $214M. The position accounts for 9.29% of the portfolio, ranked #3.

Elm Partners Management first reported a position in SCHP in Q1 2022 and has held it in 16 quarters since. The position peaked at $215M in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Elm Partners Management held 8,065,801 shares of Schwab US TIPS ETF worth $214M as of Q1 2026.
  • Elm Partners Management bought 993,411 Schwab US TIPS ETF shares in Q1 2026, an estimated $26.5M.
  • Schwab US TIPS ETF made up 9.29% of Elm Partners Management's portfolio in Q1 2026, its #3 holding.
  • Elm Partners Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 16 quarters since.
  • Elm Partners Management's Schwab US TIPS ETF position peaked at $215M in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.