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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

McLean Asset Management's SCHP Position: Q1 2026 in Review

McLean Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 3.7% in Q1 2026, buying an estimated $87.7K and bringing the position to 92,688 shares worth $2.47M. The position accounts for 0.43% of the portfolio, ranked #33.

McLean Asset Management first reported a position in SCHP in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.86M in Q1 2023. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • McLean Asset Management held 92,688 shares of Schwab US TIPS ETF worth $2.47M as of Q1 2026.
  • McLean Asset Management bought 3,288 Schwab US TIPS ETF shares in Q1 2026, an estimated $87.7K.
  • Schwab US TIPS ETF made up 0.43% of McLean Asset Management's portfolio in Q1 2026, its #33 holding.
  • McLean Asset Management first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 15 quarters since.
  • McLean Asset Management's Schwab US TIPS ETF position peaked at $3.86M in Q1 2023.
  • 730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.