Lodestar Private Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Lodestar Private 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	$3.43M	Buy	129,504 +4,446	+4%	+$119K	0.3%	61
2026 Q1	$3.33M	Buy	125,058 +1,869	+2%	+$49.9K	0.33%	58
2025 Q4	$3.26M	Buy	123,189 +5,219	+4%	+$140K	0.33%	59
2025 Q3	$3.18M	Buy	117,970 +2,588	+2%	+$69.3K	0.33%	59
2025 Q2	$3.08M	Buy	115,382 +174	+0.2%	+$4.6K	0.35%	57
2025 Q1	$3.1M	Buy	115,208 +6,059	+6%	+$159K	0.39%	55
2024 Q4	$2.82M	Buy	109,149 +5,055	+5%	+$133K	0.35%	57
2024 Q3	$2.79M	Buy	104,094 +3,792	+4%	+$100K	0.36%	61
2024 Q2	$2.61M	Buy	100,302 +13,208	+15%	+$341K	0.36%	57
2024 Q1	$2.27M	Buy	87,094 +888	+1%	+$23K	0.32%	65
2023 Q4	$2.25M	Buy	86,206 +8,908	+12%	+$227K	0.35%	62
2023 Q3	$1.95M	Buy	77,298 +46,074	+148%	+$1.19M	0.33%	64
2023 Q2	$819K	Buy	31,224 +4,268	+16%	+$113K	0.14%	100
2023 Q1	$723K	Buy	26,956 +4,028	+18%	+$106K	0.13%	105
2022 Q4	$594K	Buy	+22,928	New	+$600K	0.11%	112

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

Lodestar Private Asset Management's SCHP Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 3.6% in Q2 2026, buying an estimated $119K and bringing the position to 129,504 shares worth $3.43M. The position accounts for 0.3% of the portfolio, ranked #61.

Lodestar Private Asset Management first reported a position in SCHP in Q4 2022 and has held it in 15 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Lodestar Private Asset Management held 129,504 shares of Schwab US TIPS ETF worth $3.43M as of Q2 2026.
Lodestar Private Asset Management bought 4,446 Schwab US TIPS ETF shares in Q2 2026, an estimated $119K.
Schwab US TIPS ETF made up 0.3% of Lodestar Private Asset Management's portfolio in Q2 2026, its #61 holding.
Lodestar Private Asset Management first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 15 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.