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Morningstar Investment Services’s Schwab US TIPS ETF SCHP Stock Holding History

Morningstar Investment Services’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
2025
Q1 		$1.56M Sell
58,144
-116,686
-67% -$3.07M 0.29% 78
2024
Q4 		$4.52M Sell
174,830
-798,280
-82% -$21M 0.41% 62
2024
Q3 		$26.1M Buy
973,110
+454,822
+88% +$12M 0.27% 93
2024
Q2 		$13.5M Sell
518,288
-21,860
-4% -$565K 0.15% 114
2024
Q1 		$14.1M Sell
540,148
-545,312
-50% -$14.1M 0.16% 112
2023
Q4 		$28.4M Buy
1,085,460
+497,818
+85% +$12.7M 0.16% 107
2023
Q3 		$14.9M Sell
587,642
-5,222
-0.9% -$135K 0.19% 105
2023
Q2 		$15.5M Sell
592,864
-182,304
-24% -$4.83M 0.2% 105
2023
Q1 		$20.7M Sell
775,168
-14,258
-2% -$375K 0.28% 91
2022
Q4 		$20.5M Sell
789,426
-10,110
-1% -$264K 0.28% 95
2022
Q3 		$21M Sell
799,536
-23,730
-3% -$660K 0.3% 90
2022
Q2 		$23M Sell
823,266
-513,760
-38% -$14.9M 0.31% 82
2022
Q1 		$40.7M Sell
1,337,026
-958,188
-42% -$29.4M 0.45% 57
2021
Q4 		$72.2M Sell
2,295,214
-48,546
-2% -$1.53M 0.8% 35
2021
Q3 		$73.3M Sell
2,343,760
-228,334
-9% -$7.21M 0.86% 34
2021
Q2 		$80.3M Buy
2,572,094
+437,784
+21% +$13.6M 0.96% 29
2021
Q1 		$65.2M Buy
2,134,310
+35,946
+2% +$1.11M 0.85% 35
2020
Q4 		$65.1M Sell
2,098,364
-242,778
-10% -$7.46M 0.91% 29
2020
Q3 		$72.3M Buy
2,341,142
+248,124
+12% +$7.6M 1.12% 25
2020
Q2 		$62.9M Buy
2,093,018
+52,828
+3% +$1.57M 1.03% 26
2020
Q1 		$58.8M Buy
2,040,190
+559,010
+38% +$16M 1.07% 27
2019
Q4 		$41.9M Buy
1,481,180
+42,464
+3% +$1.2M 0.66% 39
2019
Q3 		$40.8M Buy
1,438,716
+65,190
+5% +$1.85M 0.69% 37
2019
Q2 		$38.7M Sell
1,373,526
-102,232
-7% -$2.83M 0.64% 43
2019
Q1 		$40.6M Buy
1,475,758
+16,764
+1% +$452K 0.7% 41
2018
Q4 		$38.8M Sell
1,458,994
-70,002
-5% -$1.86M 0.76% 39
2018
Q3 		$41.3M Buy
1,528,996
+80,036
+6% +$2.18M 0.74% 42
2018
Q2 		$39.8M Sell
1,448,960
-15,684
-1% -$428K 0.75% 44
2018
Q1 		$40.2M Buy
1,464,644
+279,550
+24% +$7.64M 0.78% 44
2017
Q4 		$32.8M Buy
1,185,094
+184,490
+18% +$5.1M 0.66% 57
2017
Q3 		$27.6M Buy
1,000,604
+145,054
+17% +$4.02M 0.6% 60
2017
Q2 		$23.6M Buy
855,550
+138,140
+19% +$3.83M 0.55% 69
2017
Q1 		$19.9M Buy
717,410
+38,680
+6% +$1.07M 0.5% 71
2016
Q4 		$18.6M Buy
678,730
+46,052
+7% +$1.28M 0.61% 60
2016
Q3 		$18.1M Buy
632,678
+221,796
+54% +$6.28M 0.52% 65
2016
Q2 		$11.7M Buy
+410,882
New +$11.4M 0.37% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Morningstar Investment Services's SCHP Position: Q1 2025 in Review

Morningstar Investment Services reduced its Schwab US TIPS ETF (SCHP) stake by 67% in Q1 2025, selling an estimated $3.07M and leaving 58,144 shares worth $1.56M. The position accounts for 0.29% of the portfolio, ranked #78.

Morningstar Investment Services first reported a position in SCHP in Q2 2016 and has held it in 36 quarters since. The position peaked at $80.3M in Q2 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Morningstar Investment Services held 58,144 shares of Schwab US TIPS ETF worth $1.56M as of Q1 2025.
  • Morningstar Investment Services sold 116,686 Schwab US TIPS ETF shares in Q1 2025, an estimated $3.07M.
  • Schwab US TIPS ETF made up 0.29% of Morningstar Investment Services's portfolio in Q1 2025, its #78 holding.
  • Morningstar Investment Services first reported a position in Schwab US TIPS ETF in Q2 2016 and has held it in 36 quarters since.
  • Morningstar Investment Services's Schwab US TIPS ETF position peaked at $80.3M in Q2 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.