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Mount Lucas Management’s Schwab US TIPS ETF SCHP Stock Holding History

Mount Lucas 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 		$913K Buy
34,456
+687
+2% +$18.3K 0.33% 112
2026
Q1 		$899K Buy
33,769
+2,890
+9% +$77.1K 0.33% 82
2025
Q4 		$818K Buy
30,879
+1,379
+5% +$37K 0.33% 116
2025
Q3 		$795K Buy
29,500
+1,414
+5% +$37.8K 0.33% 109
2025
Q2 		$749K Sell
28,086
-293
-1% -$7.75K 0.32% 97
2025
Q1 		$763K Sell
28,379
-847
-3% -$22.3K 0.25% 95
2024
Q4 		$755K Buy
29,226
+1,192
+4% +$31.3K 0.26% 87
2024
Q3 		$376K Buy
28,034
+1,164
+4% +$30.7K 0.13% 130
2024
Q2 		$699K Sell
26,870
-1,048
-4% -$27.1K 0.2% 99
2024
Q1 		$728K Buy
27,918
+7,188
+35% +$186K 0.2% 111
2023
Q4 		$541K Buy
+20,730
New +$527K 0.16% 113
2022
Q2 		– Sell
-18,722
Closed -$568K – 127
2022
Q1 		$568K Sell
18,722
-14,638
-44% -$449K 0.17% 91
2021
Q4 		$1.05M Sell
33,360
-610
-2% -$19.2K 0.3% 87
2021
Q3 		$1.06M Sell
33,970
-2,676
-7% -$84.4K 0.32% 85
2021
Q2 		$1.15M Buy
36,646
+1,268
+4% +$39.3K 0.3% 80
2021
Q1 		$1.08M Buy
35,378
+1,186
+3% +$36.5K 0.32% 81
2020
Q4 		$1.06M Buy
34,192
+3,692
+12% +$113K 0.22% 108
2020
Q3 		$940K Sell
30,500
-3,958
-11% -$121K 0.2% 75
2020
Q2 		$1.03M Buy
34,458
+22,192
+181% +$657K 0.2% 61
2020
Q1 		$353K Buy
+12,266
New +$351K 0.07% 41

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

Mount Lucas Management's SCHP Position: Q2 2026 in Review

Mount Lucas Management increased its Schwab US TIPS ETF (SCHP) stake by 2% in Q2 2026, buying an estimated $18.3K and bringing the position to 34,456 shares worth $913K. The position accounts for 0.33% of the portfolio, ranked #112.

Mount Lucas Management first reported a position in SCHP in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.15M in Q2 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Mount Lucas Management held 34,456 shares of Schwab US TIPS ETF worth $913K as of Q2 2026.
  • Mount Lucas Management bought 687 Schwab US TIPS ETF shares in Q2 2026, an estimated $18.3K.
  • Schwab US TIPS ETF made up 0.33% of Mount Lucas Management's portfolio in Q2 2026, its #112 holding.
  • Mount Lucas Management first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 20 quarters since.
  • Mount Lucas Management's Schwab US TIPS ETF position peaked at $1.15M in Q2 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.