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MAI Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

MAI Capital 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 		$306M Buy
11,540,399
+11,528,895
+100,216% +$308M 1.15% 14
2026
Q1 		$306K Sell
11,504
-11,473
-50% -$306K ﹤0.01% 1266
2025
Q4 		$609K Buy
22,977
+1,131
+5% +$30.3K ﹤0.01% 902
2025
Q3 		$589K Buy
21,846
+15,910
+268% +$426K ﹤0.01% 866
2025
Q2 		$158K Sell
5,936
-318
-5% -$8.41K ﹤0.01% 1288
2025
Q1 		$168K Sell
6,254
-408
-6% -$10.7K ﹤0.01% 1185
2024
Q4 		$172K Buy
+6,662
New +$175K ﹤0.01% 1198

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
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

MAI Capital Management's SCHP Position: Q2 2026 in Review

MAI Capital Management increased its Schwab US TIPS ETF (SCHP) stake by 100,216% in Q2 2026, buying an estimated $308M and bringing the position to 11,540,399 shares worth $306M. The position accounts for 1.15% of the portfolio, ranked #14.

MAI Capital Management first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • MAI Capital Management held 11,540,399 shares of Schwab US TIPS ETF worth $306M as of Q2 2026.
  • MAI Capital Management bought 11,528,895 Schwab US TIPS ETF shares in Q2 2026, an estimated $308M.
  • Schwab US TIPS ETF made up 1.15% of MAI Capital Management's portfolio in Q2 2026, its #14 holding.
  • MAI Capital Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.