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

McLean 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 		$2.02M Sell
77,362
-15,326
-17% -$409K 0.27% 41
2026
Q1 		$2.47M Buy
92,688
+3,288
+4% +$87.7K 0.43% 33
2025
Q4 		$2.38M Sell
89,400
-6
-0% -$161 0.43% 33
2025
Q3 		$2.4M Sell
89,406
-12,731
-12% -$341K 0.49% 29
2025
Q2 		$2.71M Sell
102,137
-6,065
-6% -$160K 0.71% 23
2025
Q1 		$2.86M Sell
108,202
-12,245
-10% -$322K 0.95% 21
2024
Q4 		$3.11M Buy
120,447
+795
+0.7% +$20.9K 0.93% 22
2024
Q3 		$3.18M Sell
119,652
-11,040
-8% -$292K 0.96% 23
2024
Q2 		$3.41M Buy
130,692
+698
+0.5% +$18K 1.1% 20
2024
Q1 		$3.37M Buy
129,994
+19,232
+17% +$499K 1.15% 19
2023
Q4 		$2.87M Sell
110,762
-2,600
-2% -$66.1K 1.08% 20
2023
Q3 		$2.84M Sell
113,362
-32,632
-22% -$841K 1.17% 20
2023
Q2 		$3.83M Buy
145,994
+2,138
+1% +$56.7K 1.5% 16
2023
Q1 		$3.86M Buy
143,856
+1,952
+1% +$51.4K 1.59% 16
2022
Q4 		$3.67M Buy
141,904
+112,664
+385% +$2.95M 1.25% 18
2022
Q3 		$759K Buy
+29,240
New +$813K 0.29% 40

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

McLean Asset Management's SCHP Position: Q2 2026 in Review

McLean Asset Management reduced its Schwab US TIPS ETF (SCHP) stake by 17% in Q2 2026, selling an estimated $409K and leaving 77,362 shares worth $2.02M. The position accounts for 0.27% of the portfolio, ranked #41.

McLean Asset Management first reported a position in SCHP in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.86M in Q1 2023. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • McLean Asset Management held 77,362 shares of Schwab US TIPS ETF worth $2.02M as of Q2 2026.
  • McLean Asset Management sold 15,326 Schwab US TIPS ETF shares in Q2 2026, an estimated $409K.
  • Schwab US TIPS ETF made up 0.27% of McLean Asset Management's portfolio in Q2 2026, its #41 holding.
  • McLean Asset Management first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 16 quarters since.
  • McLean Asset Management's Schwab US TIPS ETF position peaked at $3.86M in Q1 2023.
  • 787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.