McLean Asset Management
SCHP icon

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
Q3 		$1.9M Sell
74,224
-3,138
-4% -$81.3K 0.25% 41
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

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
Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

McLean Asset Management's SCHP Position: Q3 2026 in Review

McLean Asset Management reduced its Schwab US TIPS ETF (SCHP) stake by 4.1% in Q3 2026, selling an estimated $81.3K and leaving 74,224 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #41.

McLean Asset Management first reported a position in SCHP in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.86M in Q1 2023. 627 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • McLean Asset Management held 74,224 shares of Schwab US TIPS ETF worth $1.9M as of Q3 2026.
  • McLean Asset Management sold 3,138 Schwab US TIPS ETF shares in Q3 2026, an estimated $81.3K.
  • Schwab US TIPS ETF made up 0.25% of McLean Asset Management's portfolio in Q3 2026, its #41 holding.
  • McLean Asset Management first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 17 quarters since.
  • McLean Asset Management's Schwab US TIPS ETF position peaked at $3.86M in Q1 2023.
  • 627 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.