OneAscent Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

OneAscent Financial 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
2026 Q2	$10.6M	Buy	399,721 +25,333	+7%	+$676K	0.51%	34
2026 Q1	$9.96M	Buy	374,388 +119,797	+47%	+$3.2M	0.54%	34
2025 Q4	$6.74M	Sell	254,591 -59,753	-19%	-$1.6M	0.62%	26
2025 Q3	$8.47M	Buy	314,344 +156,435	+99%	+$4.19M	0.56%	33
2025 Q2	$4.21M	Sell	157,909 -139,271	-47%	-$3.68M	0.3%	63
2025 Q1	$7.99M	Buy	297,180 +152,361	+105%	+$4.01M	0.52%	43
2024 Q4	$3.74M	Buy	+144,819	New	+$3.81M	0.32%	55
2024 Q2	–	Sell	-140,846	Closed	-$3.67M	–	362
2024 Q1	$3.67M	Buy	140,846 +20,476	+17%	+$531K	0.41%	44
2023 Q4	$3.14M	Buy	120,370 +101,298	+531%	+$2.58M	0.39%	43
2023 Q3	$481K	Buy	+19,072	New	+$492K	0.13%	124

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

OneAscent Financial Services's SCHP Position: Q2 2026 in Review

OneAscent Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 6.8% in Q2 2026, buying an estimated $676K and bringing the position to 399,721 shares worth $10.6M. The position accounts for 0.51% of the portfolio, ranked #34.

OneAscent Financial Services first reported a position in SCHP in Q3 2023 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

OneAscent Financial Services held 399,721 shares of Schwab US TIPS ETF worth $10.6M as of Q2 2026.
OneAscent Financial Services bought 25,333 Schwab US TIPS ETF shares in Q2 2026, an estimated $676K.
Schwab US TIPS ETF made up 0.51% of OneAscent Financial Services's portfolio in Q2 2026, its #34 holding.
OneAscent Financial Services first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 10 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.