NorthCrest Asset Manangement’s Schwab US TIPS ETF SCHP Stock Holding History

NorthCrest Asset Manangement’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	$372K	Buy	14,173 +1,611	+13%	+$43K	0.01%	656
2026 Q1	$335K	Buy	12,562 +1,042	+9%	+$27.8K	0.01%	594
2025 Q4	$306K	Buy	+11,520	New	+$309K	0.01%	679
2024 Q4	–	Sell	-8,314	Closed	-$223K	–	577
2024 Q3	$223K	Buy	+8,314	New	+$220K	0.01%	522

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NorthCrest Asset Manangement's SCHP Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Schwab US TIPS ETF (SCHP) stake by 13% in Q2 2026, buying an estimated $43K and bringing the position to 14,173 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #656.

NorthCrest Asset Manangement first reported a position in SCHP in Q3 2024 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

NorthCrest Asset Manangement held 14,173 shares of Schwab US TIPS ETF worth $372K as of Q2 2026.
NorthCrest Asset Manangement bought 1,611 Schwab US TIPS ETF shares in Q2 2026, an estimated $43K.
Schwab US TIPS ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #656 holding.
NorthCrest Asset Manangement first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 4 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.