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EP Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

EP Wealth Advisors’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 		$4.53M Sell
170,794
-54,644
-24% -$1.46M 0.02% 401
2026
Q1 		$6M Buy
225,438
+210,037
+1,364% +$5.6M 0.03% 279
2025
Q4 		$408K Buy
+15,401
New +$413K ﹤0.01% 971
2025
Q2 		$110K Sell
4,125
-173
-4% -$4.58K ﹤0.01% 1370
2025
Q1 		$116K Sell
4,298
-93
-2% -$2.44K ﹤0.01% 1227
2024
Q4 		$113K Sell
4,391
-4,019
-48% -$106K ﹤0.01% 1182
2024
Q3 		$225K Buy
8,410
+596
+8% +$15.7K ﹤0.01% 983
2024
Q2 		$203K Buy
+7,814
New +$202K ﹤0.01% 754
2024
Q1 		– Sell
-7,546
Closed -$197K – 866
2023
Q4 		$197K Buy
+7,546
New +$192K ﹤0.01% 724
2023
Q3 		– Sell
-5,650
Closed -$389K – 773
2023
Q2 		$389K Sell
5,650
-4,992
-47% -$132K 0.01% 510
2023
Q1 		$260K Buy
+10,642
New +$280K ﹤0.01% 520
2022
Q3 		– Sell
-9,500
Closed -$265K – 582
2022
Q2 		$265K Sell
9,500
-12,798
-57% -$371K 0.01% 511
2022
Q1 		$677K Buy
22,298
+9,074
+69% +$278K 0.01% 324
2021
Q4 		$416K Buy
+13,224
New +$416K 0.01% 393
2021
Q2 		– Sell
-23,594
Closed -$722K – 546
2021
Q1 		$722K Buy
+23,594
New +$727K 0.02% 268

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

EP Wealth Advisors's SCHP Position: Q2 2026 in Review

EP Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 24% in Q2 2026, selling an estimated $1.46M and leaving 170,794 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #401.

EP Wealth Advisors first reported a position in SCHP in Q1 2021 and has held it in 15 quarters since. The position peaked at $6M in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • EP Wealth Advisors held 170,794 shares of Schwab US TIPS ETF worth $4.53M as of Q2 2026.
  • EP Wealth Advisors sold 54,644 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.46M.
  • Schwab US TIPS ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #401 holding.
  • EP Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 15 quarters since.
  • EP Wealth Advisors's Schwab US TIPS ETF position peaked at $6M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.