Elm Partners Management
SCHP icon

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
Q3 		$146M Sell
5,814,685
-526,444
-8% -$13.6M 4.1% 7
2026
Q2 		$168M Sell
6,341,129
-5,516,338
-47% -$147M 5% 7
2026
Q1 		$316M Buy
11,857,467
+1,360,590
+13% +$36.3M 10.86% 3
2025
Q4 		$278M Buy
10,496,877
+1,976,664
+23% +$53M 10.29% 3
2025
Q3 		$230M Buy
8,520,213
+1,762,832
+26% +$47.2M 9.28% 3
2025
Q2 		$180M Sell
6,757,381
-3,795,503
-36% -$100M 8.41% 3
2025
Q1 		$284M Buy
10,552,884
+6,799,369
+181% +$179M 14.62% 1
2024
Q4 		$97M Buy
3,753,515
+416,983
+12% +$11M 6.62% 7
2024
Q3 		$89.5M Sell
3,336,532
-177,224
-5% -$4.68M 6.18% 6
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 +$1.6K ﹤0.01% 50

Other funds holding SCHP

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Elm Partners Management's SCHP Position: Q3 2026 in Review

Elm Partners Management reduced its Schwab US TIPS ETF (SCHP) stake by 8.3% in Q3 2026, selling an estimated $13.6M and leaving 5,814,685 shares worth $146M. The position accounts for 4.1% of the portfolio, ranked #7.

Elm Partners Management first reported a position in SCHP in Q1 2022 and has held it in 18 quarters since. The position peaked at $316M in Q1 2026. 662 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Elm Partners Management held 5,814,685 shares of Schwab US TIPS ETF worth $146M as of Q3 2026.
  • Elm Partners Management sold 526,444 Schwab US TIPS ETF shares in Q3 2026, an estimated $13.6M.
  • Schwab US TIPS ETF made up 4.1% of Elm Partners Management's portfolio in Q3 2026, its #7 holding.
  • Elm Partners Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 18 quarters since.
  • Elm Partners Management's Schwab US TIPS ETF position peaked at $316M in Q1 2026.
  • 662 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Elm Partners Management's 13F filing for Q3 2026, filed 12 Nov 2026.